Assets Under Management
$65.9M
Number of Clients
182
Number of Advisors
8
Average Client AUM
$362K
AUM per Advisor
$8.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Bangerter Financial Services, Inc. offers discretionary asset management, sub-advisor services, ERISA plan services, and financial planning. Investment strategies are tailored to client goals and risk tolerance. The firm may recommend Third Party Managers and receives referral fees. Jeffrey Bangerter is the Chief Compliance Officer.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
1380 Lead Hill Blvd, Suite 180, Roseville, CA, 95661