Jeffrey Craig Kemp

CFP

Lefavi Wealth Management

13 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningCharitable GivingEstate PlanningHigh Net Worth

Lefavi Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

646 clients

Average Client Portfolio

$679K average

Assets Under Management

$438.8M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fees may be negotiated by the client, but in no case will exceed 1.75% of the value of assets under management.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2323 Foothill Dr., Suite 100, Salt Lake City, UT, 84109

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Jeffrey is a Venture Advisor for Boy Scouts of America and a Member/President of the School Land Trust Committee. He is also an independent insurance agent selling fixed insurance products full-time, and a sole proprietor/owner of Pinnacle Financial Planning, a shell company not currently being used.