| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.07% |
| $1.0M - $3.0M | 1.03% |
| $3.0M - $5.0M | 0.94% |
| $5.0M - $10.0M | 0.73% |
| $10.0M - $20.0M | 0.61% |
| $20M+ | 0.49% |
All advisory fees are negotiable, including the primary fee schedule, the minimum annual fee and the Asset Administration, Reporting & Technology fee.
13894 S Bangerter Parkway, Suite 200, Draper, UT, 84020
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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 →Wesley is a licensed life and health insurance agent since 2004, dedicating minimal time to this activity. He is also the sole managing member of Blueprint Financial LLC, used for internal business purposes.