Timpanogos Financial Advisors offers discretionary investment management and personalized financial planning services to individuals and high-net-worth clients. The firm uses modern portfolio theory, fundamental analysis, and mutual fund or exchange-traded fund research to build customized portfolios, with options for socially responsible or environmental, social, and governance-aligned investments. In addition to managing portfolios directly, Timpanogos Financial Advisors may use third-party strategists or platforms such as Orion Portfolio Solutions and Altruist. The firm also assists retirement plan sponsors with fiduciary services. Timpanogos Financial Advisors is owned and operated by Jason Payne, who brings specialized credentials in financial planning, divorce financial analysis, and exit planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.35% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size. Accounts within the same household may be combined.