Bret Everson is a registered investment advisor at My Prosper Team, based in Lehi, UT, with 1 years of industry experience. Bret 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 469 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
MPT reserves the right to negotiate its Investment Management fees. For clients who have $12,000 or less to initiate services, the Adviser imposes a minimum annual advisory fee of $150, invoiced at engagement (and annually thereafter).
Fee Estimator
Location
3200 Club House Dr., Suite 125, Lehi, UT, 84043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
My Prosper Team
State Registrations1 state
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