Jon Brown is a registered investment advisor at Momentum Wealth Management, based in Orem, UT, with 1 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees are billed monthly in arrears. Maximum annual fee is capped at 2.00%, but alternative flat fees or negotiated rates may apply based on client circumstances.
Fee Estimator
Location
849 N. 900 W., Orem, UT, 84057
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
Jon works as an insurance agent at Momentum Wealth, spending a few hours per week. He advises clients on various insurance options.
Employment History
Current Registrations
Momentum Wealth Management
Triad Wealth Partners, LLC
Previous Registrations
Coppell Advisory Solutions LLC
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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