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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Blue Barn Wealth charges an annual fee based on your portfolio size (see rates in table). Clients with less than $180,000 in assets may also be required to pay a financial planning fee in addition to the AUM fee. Financial planning services are also available on an hourly basis at up to $300/hour. Ongoing financial planning services include an initial fee ranging from $100-$2,000 and an annual fee ranging from $1,800 to $24,000.
Areas of Practice
Advisor Information
Office location
370 West Center Street, Orem, UT, 84057
Get directionsRegulatory History (2)
Customer Dispute
March 2011Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Scott is a sole proprietor and insurance agent for fixed insurance sales, starting in April 2024, though he does not intend to sell any insurance products. He is also the managing member of Garbutt Family Investments, L.C., a real estate investment company, but spends minimal time on this.