Theresa Sommerdyke is a registered investment advisor at Three Seasons Wealth, based in Draper, UT, with 43 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 327 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Seasons Wealth offers investment and wealth management services for a maximum annual fee of 1.75% based on the amount of assets managed. The fees are billed in advance each calendar quarter based on the market value of the assets under management on the last day of the previous calendar quarter. The firm may negotiate a different fee rate for certain clients or specific client holdings.
Location
Draper, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theresa is a limited partner in Sommerdyke LLC, a real estate rental business, since 2009. She spends minimal time collecting rents and performing administrative tasks.
Employment History
Current Registrations
Three Seasons Wealth
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.