John Freed is a CFP-designated registered investment advisor at A & C Investment, INC., based in Salt Lake City, UT, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 11 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A&C Investment charges an annual percentage fee based on the value of your portfolio. This fee is negotiable and ranges from 0.125% to 2%, depending on the size of your assets, the investment products used, and the complexity of your account. Fees are billed quarterly.
Location
Salt Lake City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
A & C Investment, INC.
State Registrations1 state
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