Sara Judd is a registered investment advisor at North Capital, based in Salt Lake City, UT, with 12 years of industry experience. Sara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 182 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees vary by schedule. The Salt Lake schedule ranges from 0.95% down to 0.25%. The Sea Island schedule charges 1.25% for all assets. Non-discretionary reporting is 0.15% per year. Fees are negotiable.
Fee Estimator
Location
623 E Fort Union Blvd., Suite 101, Salt Lake City, UT, 84047
Get directionsHistory
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
Sara is involved in several outside business activities, including TutuList (an online dance costume website), West Point Ballet Academy (choreography), North Capital Investment Technology (COO), and consulting for small businesses. Sara dedicates a significant amount of time (full-time) to North Capital Investment Technology, a few hours per week to TutuList and consulting, and minimal time to West Point Ballet Academy and Salt Lake Ballet Cooperative.
Employment History
Current Registrations
North Capital
North Capital Private Securities Corporation
North Capital Private Securities CorporationBroker
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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