Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees and account minimums are negotiable.
Fee Estimator
PWA charges a fee based on a tiered percentage of assets under management. For example, a client with $3,000,000 in assets would pay an effective annual fee of 1.0%. Fees are directly debited from client accounts quarterly in advance. Fees and account minimums are negotiable. Clients may terminate the agreement with written or oral notice and receive a refund of unearned fees. A minimum account size of $1,000,000 is normally imposed.
Areas of Practice
Advisor Information
Office location
360 West 920 North, Orem, UT, 84057
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristen is an independent life insurance agent affiliated with Protective Life and Crump. She recently wrote a life insurance policy for herself and her husband and does not intend to continue selling life insurance after these policies are in force.