Stephen Swensen is a registered investment advisor at Ignite Planners LLC, based in South Jordan, UT, with 3 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,610 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ignite Planners charges a maximum of 2.00% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are negotiable and are typically deducted from client accounts quarterly in advance or arrears. Ignite Planners also recommends private fund investments, which have separate management fees and performance-based allocations.
Location
10813 S Riverfront Parkway, Suite 100, South Jordan, UT, 84095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a Portfolio Manager at Prestige Wealthwide, an RIA, dedicating about a quarter of his time to portfolio analysis and client service support. He also serves as Chief Investment Officer at Ignite Planners LLC.
Employment History
Current Registrations
Ignite Planners LLC
Previous Registrations
Prestige Wealthwide, LLC
Carson Group Investing
Cwm, LLC
Olympus Wealth Management, LLC
State Registrations2 states
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