MJ
MJ

Michael Jewell

1 Year of Experience
Logan, UT

Michael Jewell is a registered investment advisor at Trivium Capital Partners, LLC, based in Logan, UT, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients with $7.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$7.3M average
Assets Under Management
$7.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual service fee of 2% on capital commitments, paid monthly in arrears. Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

965 South 100 West, Suite 203, Logan, UT, 84321

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is the Chief Executive Officer of Triiio Group, LLC, a real estate development firm, since August 2020. He dedicates full-time hours to overseeing operations, including acquisitions, property entitlement, construction, and property management.

Employment History
Current Registrations
Trivium Capital Partners, LLC
July 2024 - Present · 1 yr 10 mos
State Registrations1 state
UT
Advisor

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
No exam information available for this advisor.
Michael Jewell - Financial Advisor | TrueAdvisor