Five Seasons Financial Planning LLC
Assets Under Management
$117.1M
Number of Clients
69
Number of Advisors
1
Average Client AUM
$1.7M
AUM per Advisor
$117.1M
Compensation
Fee-Only (AUM)
About This Firm
Five Seasons Financial Planning offers wealth management services combining ongoing investment management and integrated financial planning. They work with clients to define financial objectives and develop strategies, including tax planning, insurance reviews, retirement planning, and estate planning. They manage assets held by independent custodians.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
An additional 0.5% annual advisory fee is charged for custodial account balances allocated to individual equity securities. Any custodial client account balances that are allocated to cash and cash equivalents will not be subject to fees.
Fee Estimator
Five Seasons Financial Planning charges a fee based on your assets under management. For custodial accounts, the fee is tiered, ranging from 1.00% to 0.50% annually, billed quarterly. An additional 0.5% annual fee is charged for custodial account balances allocated to individual equity securities. For "held-away" accounts, a flat 0.5% annual advisory fee is charged. Wealth Management fees are not negotiable. A minimum initial dollar value of client investment assets under management of $500,000 is generally required.
Areas of Practice
Location
4505 S. Wasatch Blvd., Ste. 370, Salt Lake City, UT, 84124
