Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on an advisory agreement between the client and Trek Financial. The fees cover discretionary advice. Financial planning fees are negotiable, and may be waived or reduced at the discretion of the investment advisor representative. Additional fees may apply for certain model portfolios and options strategies.
Areas of Practice
Advisor Information
Office location
160 S 100 W, Heber City, UT, 84032
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
Bradley owns Graham Accounting and Tax (DBA Utah Small Business Solutions), dedicating full-time hours to it, and is a partner in Lucky 7 Legacy LLC. He also owns High Country Storytellers and is a life and health insurance agent, dedicating minimal time to each.