Jon Tingey is a CFA-designated registered investment advisor at Tingey Advisors INC, based in Midvale, UT, with 26 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 395 clients with $480M 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Management fees are negotiable.
Fee Estimator
Location
948 East 7145 South, Suite C-101, Midvale, UT, 84047
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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
Jon is a member of the CFA Society of Salt Lake since 1995 and a director of the Granite Education Foundation. He also owns Mount Olympus Volleyball Club, LLC, a recreational volleyball club for girls.
Employment History
Current Registrations
Tingey Advisors INC
State Registrations1 state
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