Dan Loose is a CFP-designated registered investment advisor at Medicus Wealth Planning, INC., based in Draper, UT, with 9 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 196 clients with $160M 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 | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and can be charged as a flat fee upon request.
Fee Estimator
Location
11681 S 700 E, Suite 200, 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
Dan is a licensed realtor in Utah, primarily for personal transactions and assisting past clients, and manages his own investment property, Peter Pan Apts, Inc. He dedicates minimal time to real estate activities and about 10-20% of his time to property management.
Employment History
Current Registrations
Medicus Wealth Planning, INC.
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 states
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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