Jill Floden
Jill Floden is a registered investment advisor at Elysium Wealth Management, LLC, based in South Jordan, UT, with 24 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 418 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 0.90% |
Fees are calculated on a breakpoint basis. The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.). Employees, legacy clients, friends and family may be offered discounted or waived fees for services. The fees listed above do not include all fees paid to other advisers, including sub-advisers as part of the portfolio management service.
Fee Estimator
Location
1802 W South Jordan Parkway, Suite 130, South Jordan, UT, 84095
Get directionsHistory
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 ActivitiesSells Insurance
Jill is the CCO/COO of Elysium Financial Solutions, LLC, an insurance agency, since January 2025. She also serves as the treasurer for the GUMC Foundation since May 2017.
Employment History
Current Registrations
Elysium Wealth Management, LLC
Previous Registrations
Eide Bailly Securities, LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
Eide Bailly Advisors, LLC
Securities America, INC.Broker
Dorn & CO., INC.Broker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Miller Johnson Steichen Kinnard, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.