Dentist Advisors
Assets Under Management
$461.8M
Number of Clients
750
Number of Advisors
9
Average Client AUM
$616K
AUM per Advisor
$51.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dentist Advisors offers investment management, wealth management, and hourly consulting services tailored to dentists, other professionals, and high-net-worth individuals. Services include discretionary investment management, financial planning, and retirement plan services. They use model portfolios comprised of ETFs and mutual funds, and may engage sub-advisers or third-party managers. The firm also offers access to alternative investments for eligible clients.
Fee Structure
Investment management fees are a maximum of 1.50% annually, calculated and payable quarterly. Wealth management services include an implementation fee up to $3,500 and monthly financial planning fees up to $1,250, plus investment management fees. Accounting and tax services range from $950-$4,000 per business location per month. Hourly financial planning ranges from $100 to $400 per hour, with higher rates for services provided by Mr. Harper. Minimum account sizes may be imposed by sponsors or managers, potentially up to $250,000.
Areas of Practice
Location
6440 S Wasatch Blvd., Suite 215, Salt Lake City, UT, 84121