Nanci Fastre is a registered investment advisor at Svb Asset Management, based in Salt Lake City, UT, with 21 years of industry experience. Nanci operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 458 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The maximum fee schedule does not exceed 25 basis points (0.25%). Fees are calculated monthly based on average daily balances excluding cash and money market funds. Minimum monthly fees may apply depending on the strategy and client agreement. Fees are negotiable.
Fee Estimator
Location
2750 E Cottonwood Pkwy, Suite 420, Salt Lake City, UT, 84121
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 Activities
Nanci owns a rental property, requiring minimal time each month. She also serves as President and board member of Young Women in Finance, a non-profit organization, dedicating minimal time to educating and mentoring young women in finance.
Employment History
Current Registrations
Svb Asset Management
Previous Registrations
Svb Securities, a Non-Bank Affiliate of Silicon Valley BankBroker
State Registrations2 states
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.
Exams
More Advisors
- Jackson Watson, CFA, CFPAlbion Financial Group
- Steven Ballantyne, CFPStrategic Advisers LLC
- Dallin Cutler, CFPEp Wealth Advisors
- Mitch Turner, CFPWells Fargo Advisors
- William Bryant, CFAWealth Foundations Partners, LLC
- Mark Madsen, CFAWasatch Advisors LP