Assets Under Management
$937.7M
Number of Clients
45
Number of Advisors
4
Average Client AUM
$20.8M
AUM per Advisor
$234.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Accuvest Global Advisors offers asset management services, creating tailored portfolios of stocks, bonds, mutual funds, and other securities. They also offer sub-advisory, consulting, and research services to other firms. They emphasize regular account supervision and rebalancing based on client needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.02% |
| $1M+ | 0.02% |
Fees negotiable over $1,000,000. This is for Retail Asset Management.
3575 N. 100 E., Suite 350, Provo, UT, 84604