Five Seasons Financial Planning LLC
Assets Under Management
$117.1M
Number of Clients
69
Number of Advisors
1
Average Client AUM
$1.7M
AUM per Advisor
$117.1M
Compensation
Fee-Only (AUM)
About This Firm
Five Seasons Financial Planning provides personal financial planning and customized investment management. They work with clients to define financial objectives and develop strategies. Services include cash flow management, tax planning, insurance reviews, education funding, retirement and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
In addition to the fees illustrated in the schedule above, Five Seasons will charge the client a 0.5% annual advisory fee (0.125% quarterly) for managing any custodial account balances allocated to individual equity securities (as differentiated from equity mutual funds).
Fee Estimator
Areas of Practice
Location
4505 S. Wasatch Blvd., Ste. 370, Salt Lake City, UT, 84124
