Mark Huber is a registered investment advisor at You First Financial LLC, based in Holladay, UT, with 3 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 78 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
You First Financial offers investment management services with fees based on the amount of your portfolio.
For direct asset management:
- First $1,000,000: 1.25% per year
- Over $1,000,000: 1.0% per year
When using the Betterment platform, the fees are:
- $0 - $99,999: 0.95% per year
- $100,000 - $249,000: 0.88% per year
- $250,000 - $499,999: 0.82% per year
- $500,000 - $999,999: 0.75% per year
- $1,000,000 - $2,999,999: 0.70% per year
- $3,000,000+: 0.60% per year
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Location
3115 East Lion Lane, Suite160, Holladay, UT, 84121
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 ActivitiesSells Insurance
Mark owns Sandbar Financial and Insurance LLC, where he works as an insurance agent providing insurance sales and services, dedicating about a quarter of his time. He also owns Huber Enterprises LTD, an online sales business, spending minimal time on it.
Employment History
Current Registrations
You First Financial LLC
State Registrations3 states
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.