Bangerter Financial Services, Inc. provides personalized investment management and financial planning services for individuals, high net worth families, small businesses, and charitable organizations. The firm builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance, often utilizing third-party managers and sub-advisors. In addition to ongoing portfolio oversight, the firm offers comprehensive financial planning covering retirement strategies, cash flow analysis, tax reduction strategies, risk management, and estate preservation. Bangerter Financial Services also provides retirement plan consulting services for employers. Clients should note that the firm's president maintains outside business activities as an insurance agent, mortgage loan originator, real estate agent, and registered representative, which may create conflicts of interest.
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 historical relationships, account composition, and asset types. Total fees will never exceed 3% per year.