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Stuart Enterline

Lefavi Wealth Management
8 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningCharitable GivingEstate PlanningHigh Net Worth
Lefavi Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
646 clients
Average Client Portfolio
$679K average
Assets Under Management
$438.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees may be negotiated by the client, but in no case will exceed 1.75% of the value of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

2323 Foothill Dr., Suite 100, Salt Lake City, UT, 84109

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lefavi Wealth Management
January 2024 - Present · 2 yrs 1 mo
Bruce A. Lefavi Securities, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Lefavi Wealth Management
April 2019 - December 2023 · 4 yrs 8 mos
State Registrations12 states
AZCACOIDKYMENVORTNTXUTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.