Elke Touchette is a registered investment advisor at Financial Prosperity, INC., based in Park City, UT, with 30 years of industry experience. Elke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 32 clients with $43M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.00% |
Fee Estimator
Location
Park City, UT
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
Elke maintains a life and health insurance license in Utah but does not currently sell any insurance products. This activity is not investment-related.
Employment History
Current Registrations
Financial Prosperity, INC.
Previous Registrations
Financial Network Investment Corporation
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.