Overview
- Headquarters
- Centerville, UT
- Total Firm Assets
- $446 million
- Average High-Net-Worth Client Portfolio Size
- $1.2 million
Fee Disclosure
Source: FORM ADV PART 2A BROCHURE (2025-08-21)
· View brochure text
Latest filing: FORM ADV PART 2A BROCHURE (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.15% |
| $1,000,001 | $2,000,000 | 1.00% |
| $2,000,001 | and above | 0.90% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,000 | 1.20% |
| $5 million | $49,000 | 0.98% |
| $10 million | $94,000 | 0.94% |
| $50 million | $454,000 | 0.91% |
| $100 million | $904,000 | 0.90% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 67.80%
- Number of High-Net-Worth Clients
- 259
- Total Client Accounts
- 2,533
- Discretionary Accounts
- 2,532
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 140612
- FORM ADV PART 2A BROCHURE (2026-03-30) · View brochure text
- FORM ADV PART 2A BROCHURE (2025-08-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗