Bangerter Financial Services, INC.
Assets Under Management
$65.9M
Number of Clients
182
Number of Advisors
8
Average Client AUM
$362K
AUM per Advisor
$8.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bangerter Financial Services, Inc. (BFS) offers discretionary asset management, sub-advisor services, ERISA plan services, and financial planning & consulting. BFS does not sell annuities, insurance, or other commissioned products, though its president is affiliated with entities that do. Clients may impose restrictions on investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
BFS charges an annual investment advisory fee based on assets under management. For direct asset management, fees range from 1.75% on the first $100,000 to 1.00% on assets over $1,000,000. These fees are negotiable. Financial planning services are offered at $150 per hour. BFS may utilize third-party money managers and receive a referral fee.
Areas of Practice
Location
1380 Lead Hill Blvd, Suite 180, Roseville, CA, 95661