Denim Simper
Denim Simper is a registered investment advisor at Vantage Point Management, INC., based in North Ogden, UT, with 7 years of industry experience. Denim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 53 clients with $23M 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 $2.0M | 1.95% |
| $2M+ | 1.75% |
VPM reserves the right to modify fees depending upon the nature and scope of the engagement, complexity of services, time to be incurred, for pre-existing relationships, or other special situations and at our discretion.
Fee Estimator
Location
2727 North Washington Blvd, Suite 100, North Ogden, UT, 84414
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 ActivitiesSells Insurance
Denim is an independently licensed insurance agent, spending minimal time on this activity. Denim also operates a U-Haul dealership (about 10-20% of his time) and Timberline Storage (up to about half of his time during certain times of the year).
Employment History
Current Registrations
Vantage Point Management, INC.
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.