Lone Peak Advisers
Assets Under Management
$119.0M
Number of Clients
718
Number of Advisors
7
Average Client AUM
$166K
AUM per Advisor
$17.0M
Compensation
Fee-Only (AUM)
About This Firm
Lone Peak Advisers, LLC provides investment supervisory services and financial planning services to individuals, high net worth individuals, trusts, estates, 401(k)s, charitable organizations, corporations or other business entities. They manage assets on a discretionary basis and may utilize internal or third-party asset managers. Financial planning services are also offered for a fee, including a written report designed to achieve stated financial goals.
Fee Structure
LPA charges an annual fee for investment advisory services, which may include an LPA advisory fee and a TPAM/sub-advisor fee. The total asset management fee will not exceed 2.9%. Management fees are negotiable. Financial planning services are charged at $330.36 per hour (3-hour minimum) or a negotiated fixed fee. LPA may charge an annual $50 fee per account for platform and admin costs.
Areas of Practice
Location
11650 South State Street, Suite 200, Draper, UT, 84020-7150