Deseret Point Partners is a registered investment advisor located in Salt Lake City, Utah, founded by Blake Wilkinson. The firm provides wealth management services that combine investment portfolio management with personalized financial planning. Deseret Point Partners builds customized portfolios using Modern Portfolio Theory, focusing on exchange-traded funds, mutual funds, individual stocks, and bonds, and accommodates socially responsible or value-aligned investing preferences upon request. Financial planning services cover a broad range of topics including retirement projections, tax strategies, cash flow and debt management, estate planning, insurance reviews, employee benefits optimization, college savings, and business consulting. Clients can also elect ongoing financial planning as a standalone service. Deseret Point Partners operates on a fee-only basis, meaning compensation is received solely from clients, and does not sell investment products for commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. Qualified investors may elect a performance-based fee of up to 20% of net profits for certain active strategies.