Bangerter Financial Services provides investment management services, including hiring sub-advisors when appropriate. They also offer financial planning on an hourly fee basis, covering topics like retirement, risk management, and tax reduction. Bangerter Financial Services also provides services to qualified retirement plans. The firm may receive referral fees from third-party money managers.
Assets Under Management$69M
Clients320
Advisors5
Avg. per Client$210K
Avg. per Advisor$14M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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