Platform Wealth Advisors Fees & Minimum

Overview

Headquarters: Holladay, UT
Total Firm Assets: $509 million
Average High-Net-Worth Client Portfolio Size: $4.0 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: PLATFORM WEALTH ADVISORS FORM ADV PART 2A (2026-05-22) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.10%
$1,000,001	$5,000,000	0.70%
$5,000,001	$10,000,000	0.55%
$10,000,001	$20,000,000	0.35%
$20,000,001	and above	0.25%

Stated Minimum Annual Fee: $11,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,000	1.10%
$5 million	$39,000	0.78%
$10 million	$66,500	0.66%
$50 million	$176,500	0.35%
$100 million	$301,500	0.30%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 61.99%
Number of High-Net-Worth Clients: 78
Total Client Accounts: 776
Discretionary Accounts: 746
Non-Discretionary Accounts: 30

Services Offered

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

Regulatory Filings

SEC CRD Number: 329313

PLATFORM WEALTH ADVISORS FORM ADV PART 2A (2026-05-22) (fee schedule source) · View brochure text

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

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