Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $250 to $10,000, depending on complexity. Hourly consulting is available at $100-$300 per hour. Wealth planning implementation and retainer fees are fixed annual fees ranging from $500 to $10,000, billed quarterly. Portfolio management fees are based on a percentage of assets under management, not to exceed 1.75%, billed quarterly in arrears.
Areas of Practice
Advisor Information
Office location
1327 S 800 E, Suite 100, Orem, UT, 84097
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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
John is the owner of Keeler-Thomas, Inc., where he is chairman of the investment committee and involved in the analysis and sales of life and disability insurance policies, taking about 10-20% of his time. He also has ownership stakes in White Claw, LLC, JJR, LLC, Jack's Wisdom, LLC, and Keeler Thomas Management, LLC, and serves on the advisory board for Utah Valley University and Thunder Biotech.