Lefavi Wealth Management
Assets Under Management
$438.8M
Number of Clients
646
Number of Advisors
3
Average Client AUM
$679K
AUM per Advisor
$146.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lefavi Wealth Management, founded in 1980, is an SEC-registered investment adviser providing investment management and financial planning services for a single fee based on AUM. Clients include retail investors, high-net-worth individuals, businesses, charitable entities, and retirement/pension accounts. They also offer advice on financial planning matters, retirement planning, educational planning, charitable giving, long-term care insurance, taxation issues, and trust services.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees may be negotiated by the client, but in no case will exceed 1.75% of the value of assets under management.
Fee Estimator
The firm charges an annual investment management fee of 1% of assets under management. This fee may be negotiable, but will not exceed 1.75%. Financial planning is available to all advisory clients for no additional fee. For non-advisory clients, financial planning is offered for a flat fee or hourly rate, agreed upon at the start of the engagement. There is currently no minimum account size or minimum fee.
Areas of Practice
Location
2323 Foothill Dr., Suite 100, Salt Lake City, UT, 84109