Overview

Headquarters
Salt Lake City, UT
Total Firm Assets
$107 million
Average High-Net-Worth Client Portfolio Size
$2.2 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: HAYNIE WEALTH FORM ADV 2A (2026-05-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.25%
$500,001 $1,000,000 1.10%
$1,000,001 $2,000,000 1.00%
$2,000,001 $4,000,000 0.90%
$4,000,001 $10,000,000 0.65%
$10,000,001 and above 0.45%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,750 1.18%
$5 million $46,250 0.92%
$10 million $78,750 0.79%
$50 million $258,750 0.52%
$100 million $483,750 0.48%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
71.84%
Number of High-Net-Worth Clients
35
Total Client Accounts
578
Discretionary Accounts
563
Non-Discretionary Accounts
15

Services Offered

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

Regulatory Filings

SEC CRD Number
305852

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

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