Colby Haupt is a registered investment advisor at Your Ia, LLC, based in St. George, UT, with 6 years of industry experience. Colby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.80% |
Your IA reserves the right to amend the total advisory fee charged on a case-by-case basis. The IAR may choose not to assess an advisory fee upon our discretion.
Fee Estimator
Location
616 South 300 East, St. George, UT, 84770
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 Activities
Colby operates under the DBA Zion Wealth Advisors for their LPL business. Colby also has a business entity, Reszen LLC, for tax/investment purposes.
Employment History
Current Registrations
Your Ia, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
Summit Global Investments, LLC
Fidelity Brokerage Services 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.