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BC
CFA
BC
CFA

Brian Clegg

Optimal Investment Performance, LLC
1 Year of Experience
American Fork, UT
1 Disclosure
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Brian Clegg is a CFA-designated registered investment advisor at Optimal Investment Performance, LLC, based in American Fork, UT, with 1 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing, Retirement Planning, Tax Planning.

Optimal Investment Performance, LLC
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Complete Financial Review, Investment Plan, and Implementation Support — typically $3,800 (ranging from $2,200 to $5,800 depending on your needs), which includes a consultation, written investment plan, financial checklist, help opening accounts, and one year of follow-up support.
  • Investment Review — typically $2,100 (ranging from $1,400 to $2,800 depending on your needs), which includes a one-time portfolio review, a personalized recommendation letter, and a follow-up consultation within six months.
  • Ad-hoc Consultations — $300 per hour for customized advice on specific financial and investment topics.
One-Time Plan:$1,400 - $5,800
Hourly Rate:$300/hr
View Full SEC Brochure

Location

American Fork, UT

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2006
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Other Business Activities

Brian works as a Biopharma Relationship Manager for Avantor since 2016. This is not investment-related and takes nearly full-time.

Employment History
Current Registrations
Optimal Investment Performance, LLC
September 2024 - Present · 2 yrs 1 mo
State Registrations1 state
UT
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.
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