Joseph Adair is a CFP-designated registered investment advisor at Exponent Wealth LLC, based in Orem, UT, with 5 years of industry experience. Joseph 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
Orem, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
State Registrations1 state
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