Ben Brackett is a CFP-designated registered investment advisor at Exponent Wealth LLC, based in Provo, UT, with 7 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 24 clients with $40M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.60% |
Fees are negotiable under certain circumstances, generally if a client’s portfolio is greater than $100 million or if a client has the potential to be a $100 million portfolio relationship.
Fee Estimator
Location
Provo, UT
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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 →Employment History
Current Registrations
Exponent Wealth LLC
Previous Registrations
Diversify Wealth Management, LLC
Caliber Wealth Management, LLC
Teton Wealth Group LLC
Sowell Management
Dfpg Investments, INC.
Dfpg Investments, INC.Broker
State Registrations1 state
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