Michael Roan
Michael Roan is a CFP-designated registered investment advisor at Bonneville Multi-Family Office, based in Provo, UT, with 20 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 18 clients with $8.3M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10 million. Laddered bond portfolios are managed at half the rate of securities. Fees based on total household assets. Also offers comprehensive services based on total assets with a minimum asset value of $5 million: First $5 Million: 0.50%, Next $10 Million: 0.33%, Next $20 Million: 0.25%, Over $35 Million: Negotiable
Fee Estimator
Location
Provo, UT
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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 Activities
Michael assists his mother with estate, Medicaid, health, long-term, and elder care issues, dedicating about 10-20% of his time. He also provides charitable service with his church, spends a few hours per week as treasurer for Shadowbrook Condo Owners Assoc, and teaches personal financial management at UVU.
Employment History
Current Registrations
Bonneville Multi-Family Office
Previous Registrations
Stonehurst Securities, INC.
Strategis Financial Group, INC
State Registrations1 state
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