Jaeden May is a CFP-designated registered investment advisor at Riley S. Crosbie Advisory, LLC, based in Logan, UT, with 5 years of industry experience. Jaeden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 101 clients with $120M 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 $2.0M | 1.50% |
| $2.0M - $3.0M | 1.33% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.85% |
| $10M+ | 0.60% |
Fees are negotiable based on the type of client, complexity, and relationship. Fees use a blended schedule where each tier's rate applies only to the assets within that tier.
Fee Estimator
Location
76 E 200 N, Suite 110, Logan, UT, 84321
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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
Riley S. Crosbie Advisory, LLC
Previous Registrations
Adams Wealth Advisors
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
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