Blake Wilkinson is a registered investment advisor at Deseret Point Partners LLC, based in Salt Lake City, UT, with 5 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. Qualified investors may elect a performance-based fee of up to 20% of net profits for certain active strategies.
Fee Estimator
Location
376 East 400 South #308, Salt Lake City, UT, 84111
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 →Employment History
Current Registrations
Deseret Point Partners LLC
Previous Registrations
Pacific Capital
Goldman Sachs & CO. LLCBroker
E*trade Securities LLCBroker
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.
Exams
More Advisors
- Jackson Watson, CFA, CFPAlbion Financial Group
- Steven Ballantyne, CFPStrategic Advisers LLC
- Dallin Cutler, CFPEp Wealth Advisors
- Mitch Turner, CFPWells Fargo Advisors
- William Bryant, CFAWealth Foundations Partners, LLC
- Mark Madsen, CFAWasatch Advisors LP