Timpanogos Financial Advisors offers investment management services where they make investment decisions for you, as well as financial planning and consulting services. They can also hire other investment advisors to manage parts of your portfolio. Financial planning covers a range of topics, including retirement, taxes, and estate planning. They also offer seminars and workshops.
Assets Under Management$99M
Clients209
Advisors2
Avg. per Client$470K
Avg. per Advisor$50M
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Fee Structure
Investment management only (planning not offered)
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% |
Annual fee is negotiable based upon certain criteria. When utilizing Sub-Advisors the combined fees of TFA and the Sub-Advisor will in no case exceed 2% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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