Overview

Headquarters
South Jordan, UT
Total Firm Assets
$285 million
Average High-Net-Worth Client Portfolio Size
$2.5 million
Stated Minimum Account Size
$300,000

Fee Disclosure

Source: ADV PART 2A & 2B SEC (2026-03-20) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.15%
$500,001 $1,000,000 1.05%
$1,000,001 $4,000,000 0.75%
$4,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,000 1.10%
$5 million $38,500 0.77%
$10 million $63,500 0.64%
$50 million $263,500 0.53%
$100 million $513,500 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
48.69%
Number of High-Net-Worth Clients
55
Total Client Accounts
2,087
Discretionary Accounts
2,087

Services Offered

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

Regulatory Filings

SEC CRD Number
166130

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

Frequently Asked Questions