John Coles is a registered investment advisor at Lone Peak Capital Management, LLC, based in Draper, UT, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Investment Management. Their firm serves 23 clients with $14M 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 | 1.50% |
Standard Portfolio fee is 1.50% annually; Tactical Portfolio fee is 2.20% annually. Fees are paid quarterly in arrears and are negotiable at Lone Peak Capital Management's discretion.
Fee Estimator
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.
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
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
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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