Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are calculated monthly based on the average daily value of your portfolio, with a maximum fee of 1.50% annually. Fees may be negotiable for clients with over $2.5 million in investable assets, those engaged in 401k services, or family/employee-related accounts. Estate planning services through wealth.com are offered for a separate one-time flat fee not exceeding $1,500 per household. Financial planning services are included in the investment management fee. Stand-alone financial planning fees range from $1,000 to $10,000. Consulting fees range from $1,000 to $10,000.
Areas of Practice
Advisor Information
Office location
10050 South State Street, Sandy, UT, 84070
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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