Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
192 clients
Average Client Portfolio
$679K average
Assets Under Management
$130.3M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Kevin Douglas Michels
Location
11681 S 700 E, Suite 200, Draper, UT, 84020
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Medicus Wealth Planning, INC.
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Net Worth Advisory Group, LLC
December 2014 - August 2016 · 1 yr 8 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.
Contact
Kevin Douglas Michels