Roy Jones is a CFP-designated registered investment advisor at Mhl Tamp, based in Midvale, UT, with 26 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MHL TAMP charges a percentage of the assets it manages for you, called a "strategy fee." This fee covers designing investment models, due diligence, trading, and reporting. The amount you pay depends on the investment strategy you choose and the amount you invest. There is also a $15/month administrative fee.
Here are some examples of the annual strategy fees:
- ACCESS and Custom Investments: 0.68% (minimum $25,000)
- Fundamental (Diversified Alternative Investment Portfolios): 0.58% (minimum $50,000)
- Nexus (Diversified Alternative Investment Portfolios): 0.48% (minimum $100,000)
- Asymmetric (Diversified Alternative Investment Portfolios): 0.38% (minimum $250,000)
- Legacy (Diversified Alternative Investment Portfolios): 0.28% (minimum $1,000,000)
- Endowment (Diversified Alternative Investment Portfolios): 0.18% (minimum $5,000,000)
Location
Everspire Plaza, 6900 S. 900 E., Suite 200, Midvale, UT, 84047
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Roy is a co-owner/principal and financial planner at TomiPlan, referring business and guiding clients through the financial planning process. This takes about 10-20% of his time, all during trading hours, and does not involve selling securities or financial products.
Employment History
Current Registrations
Mhl Tamp
E6 Portfolios
Mhl InvestmentsBroker
Everspire
Previous Registrations
Dfpg Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.Broker
Edward JonesBroker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.