Assets Under Management
$438.8M
Number of Clients
646
Number of Advisors
3
Average Client AUM
$679K
AUM per Advisor
$146.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lefavi Wealth Management, Inc. provides investment management and financial planning services for a single fee based on AUM. Clients are primarily retail investors or high net worth individuals, but may also include businesses, charitable entities, and retirement/pension accounts. The firm acts as a sponsor of a wrap program. Financial planning includes retirement, education, charitable giving, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees may be negotiated by the client, but in no case will exceed 1.75% of the value of assets under management.
2323 Foothill Dr., Suite 100, Salt Lake City, UT, 84109