Wesley Jensen is a registered investment advisor at Private Advisory, based in Lehi, UT, with 19 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 929 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisory Group charges an annual fee based on a percentage of the value of your portfolio. The typical schedule starts at 1.07% per year, while a secondary schedule starts at 1.35% per year, with specific tiers and breakpoints detailed in your agreement. Fees are billed monthly in advance based on the previous month-end portfolio value. Additionally, Private Advisory Group assesses an Asset Administration, Reporting & Technology fee of 0.03% annually, charged monthly on all managed assets.
For qualified clients with at least $1 million in the traditional management approach, Private Advisory Group also offers an optional performance-based fee of 18.3% of absolute annual return, subject to an intra-year high-water mark.
Location
1557 W Innovation Way, Suite 500, Lehi, UT, 84043
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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 ActivitiesSells Insurance
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.
Employment History
Current Registrations
Private Advisory
Previous Registrations
Abg Consultants
Abg Consultants
Nations Financial Group, INC.
State Registrations1 state
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
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