John Coles is a registered investment advisor at Lone Peak Capital Management, LLC, based in Draper, UT, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lone Peak Capital Management offers two investment management options for individual clients:
- Standard Portfolio: 1.5% of your portfolio per year
- Tactical Portfolio: 2.2% of your portfolio per year
Fees are paid quarterly. LPCM does not negotiate its management fee, but does offer discounts to select friends, employees, family and large associated groups (group discounts).
Location
11650 South State Street, Suite 102, Draper, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an Investment Advisor Representative at Legacy Planning Group, providing fee-based asset management. This activity takes about a quarter of his time.
Employment History
Current Registrations
Lone Peak Capital Management, LLC
Previous Registrations
Legacy Planning Group
State Registrations1 state
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