Michael Otterson
Michael Otterson is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Bountiful, UT, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
Bountiful, UT
Get directionsHistory
Regulatory History (1)
Criminal
May 2003Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Freedom Investment Management, INC.
3d/l Capital Management, LLC
3d Asset Management, INC.
Pogson & Matt Wealth Management Group, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Transamerica Investors Securities CorporationBroker
Transamerica Retirement Advisors, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations3 states
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.