Sara Judd is a registered investment advisor at North Capital, based in Salt Lake City, UT, with 11 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 167 clients with $290M 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% |
Fee schedule is for Salt Lake clients. Sea Island clients pay 1.25% per year on all assets. A non-discretionary reporting fee of 0.15% per year also applies. 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
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