Overview
- Headquarters
- Salt Lake City, UT
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $3.3 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: FORM ADV PART 2A (2026-08-22)
· View brochure text
Latest filing: WRAP FEE BROCHURE (2026-08-22)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.88% |
| $1,000,001 | $2,000,000 | 0.82% |
| $2,000,001 | $4,000,000 | 0.74% |
| $4,000,001 | $6,000,000 | 0.68% |
| $6,000,001 | $10,000,000 | 0.62% |
| $10,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,800 | 0.88% |
| $5 million | $38,600 | 0.77% |
| $10 million | $70,200 | 0.70% |
| $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
- 67.78%
- Number of High-Net-Worth Clients
- 259
- Total Client Accounts
- 2,829
- Discretionary Accounts
- 77
- Non-Discretionary Accounts
- 2,752
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 142205
- FORM ADV PART 2A (2026-08-22) (fee schedule source) · View brochure text
- WRAP FEE BROCHURE (2026-08-22) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗