Jeffrey Brimhall is a CFA, CFP-designated registered investment advisor at Savvy, based in Orem, UT, with 15 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
370 West Center Street, Orem, UT, 84057
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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 Activities
Jeffrey owns and operates a real estate rental business, Brimhall Properties, since 2003. He is also the owner/manager of Force For Good Financial, LLC, since 2017, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Savvy
Blue Barn Wealth
Previous Registrations
Blue Barn Wealth, LLC
Soltis Investment Advisors, LLC
State Registrations2 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.
Exams
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