Overview

Headquarters
Salt Lake City, UT
Total Firm Assets
$175 million
Average High-Net-Worth Client Portfolio Size
$3.4 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: ADV FORM 2A (2025-03-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.90%
$1,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,000 0.90%
$5 million Negotiable Negotiable
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
84.77%
Number of High-Net-Worth Clients
44
Total Client Accounts
297
Discretionary Accounts
297

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
146923

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions