Troy Wilson
Troy Wilson is a CFP-designated registered investment advisor at Wilson Wealth Management, INC., based in Salt Lake City, UT, with 42 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 78 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $750K | 1.50% |
| $750K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be discounted at WWM's discretion. If clients utilize the services of a third-party advisor or outsourced agent, those fees may be included in the grid above and paid by WWM.
Fee Estimator
Location
1555 East Stratford Avenue, Ste 100, Salt Lake City, UT, 84106
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Troy works at Wilson Law Offices providing legal services, dedicating about half of his time. He also owns and manages multiple real estate rental properties and has been an independent insurance agent selling accident and health, and life insurance since 2002.
Employment History
Current Registrations
Wilson Wealth Management, INC.
Previous Registrations
Wilson Wealth Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Covey & CO., 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.