Mathew Park is a registered investment advisor at Strategic Planning Group, based in Bountiful, UT. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,416 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.55% |
| $1M+ | 1.35% |
Annual fee is negotiable; accounts within the same household may be combined for a reduced fee. Where SMA managers are used the total combined fee will not exceed 2.5%.
Fee Estimator
Location
190 South Main Street, Bountiful, UT, 84010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Strategic Planning Group
State Registrations2 states
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