MR
CFP
MR
CFP

Michael Brandon Riley

27 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
401 clients
Average Client Portfolio
$801K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $750K1.25%
$750K - $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.75%

Fees negotiable from 0.75% for amounts over $5,000,000. Clients who have over $10 million in assets under management may negotiate a flat fee for our asset management service. The flat fee will be dependent on the scope and complexity of the engagement. In any case, the total fee will not exceed 0.75% of the assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

12012 South 700 E., Suite 100, Draper, UT, 84020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is a passive shareholder in Truck Shields/SPG since 2009 and Xvoyant Inc since 2016, and has private equity ownership in Marolina Investors LLC since 2017. He also owns Utah Summer Baseball, LLC, dedicating a few hours per week to coordinating umpires for youth baseball events.

Employment History
Current Registrations
Coign Capital Advisors LLC
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Allegis Investment Services, LLCBroker
July 2016 - March 2018 · 1 yr 8 mos
Navigate Private Wealth, LLC
May 2014 - October 2019 · 5 yrs 5 mos
Mutual Securities, INC.Broker
May 2014 - July 2016 · 2 yrs 2 mos
Ameriprise Financial Services, INC.
April 1998 - May 2014 · 16 yrs 1 mo
Ameriprise Financial Services, INC.Broker
March 1998 - May 2014 · 16 yrs 2 mos
Ids Life Insurance CompanyBroker
March 1998 - July 2006 · 8 yrs 4 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.