Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees typically range from 0.50% to 1.00% annually, depending on the relationship size, service complexity, reporting requirements, and investment strategies. Certain clients may have fixed annual or fixed-rate fees. Fees include financial planning and consulting services unless separately engaged. Retirement plan advisory fees are charged up to 1.00% annually. Strategic planning and consulting services, if separate, are offered on a fixed-fee basis and may be negotiable.
Areas of Practice
Advisor Information
Office location
2795 E Cottonwood Pkwy, Suite 600, Salt Lake City, UT, 84121
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.
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Roger is a general partner in Grass Valley Ranch LLC since 1992 and an owner of B Bar K Cascade Ranch LLC since 2006, dedicating a few hours per week to each. He also serves as co-trustee for the Betty Knoebel Charitable Trust and is a committee member for the Knoebel Estate Trusts, spending a few hours per week on each.