Jeff Bland is a registered investment advisor at Burrus, based in Salt Lake City, UT, with 24 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 316 clients with $210M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
316 clients
Average Client Portfolio
$675K average
Assets Under Management
$213.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2455 E Parley'S Way, Suite 115, Salt Lake City, UT, 84109
Get directionsHistory
Regulatory History (1)
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Regulatory
October 2011Final
Other Business Activities
Jeff is involved in financial consulting and education.
Employment History
Current Registrations
Burrus
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Burrus
January 2008 - December 2010 · 2 yrs 11 mos
Burrus
September 2006 - December 2007 · 1 yr 3 mos
Cambridge Investment Research, INC.Broker
April 2006 - July 2007 · 1 yr 3 mos
G2 Financial Group, LLC
February 2006 - October 2006 · 8 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2005 - March 2006 · 5 mos
Raymond James Financial Services
January 2004 - May 2005 · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
January 2004 - May 2005 · 1 yr 4 mos
UBS Financial Services INC.
July 2001 - December 2003 · 2 yrs 5 mos
UBS Financial Services INC.Broker
May 2001 - December 2003 · 2 yrs 7 mos
State Registrations14 states
AKAZCOIDMIMTNMOKSDTXUTWAWIWY
Advisor
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
No exam information available for this advisor.