Dalin Jewett is a registered investment advisor at Tanara Wealth Management LLC, based in Lehi, UT. Dalin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 390 clients with $1.1B 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 $500K | 1.30% |
| $500K - $1.0M | 1.24% |
| $1.0M - $3.0M | 1.17% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $8.0M | 1.04% |
| $8.0M - $11.0M | 0.97% |
| $11.0M - $15.0M | 0.84% |
| $15.0M - $20.0M | 0.71% |
| $20.0M - $40.0M | 0.65% |
| $40M+ | 0.65% |
Cash Management+ accounts are charged a reduced fee of 0.20% per annum. Fees are negotiable for portfolios over $40,000,000.
Fee Estimator
Location
3301 N Thanksgiving Way, Suite 425, Lehi, UT, 84048
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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 →Employment History
Current Registrations
Tanara Wealth Management LLC
State Registrations1 state
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Exams
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