Jodi Vleck is a CFP-designated registered investment advisor at Beta Wealth Group, INC, based in Park City, UT, with 22 years of industry experience. Jodi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 378 clients with $460M 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 $300K | 2.00% |
| $300K - $400K | 1.50% |
| $400K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $12.0M | 0.75% |
| $12M+ | 0.75% |
Accounts utilizing puts and covered calls are subject to a flat fee of 1.85%. Fees are negotiable for accounts over $12,000,000.
Fee Estimator
Location
4175 N Forestdale Drive Suite 202, Park City, UT, 84098
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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
Jodi owns rental property in Cardiff, CA. She dedicates minimal time to this activity.
Employment History
Current Registrations
Beta Wealth Group, INC
Previous Registrations
Raymond James Financial Services Advisors, INC
Addison Avenue Financial Partners, LLC
Cuso Financial Services, L.P.
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.
Exams
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