Reese Harper is a CFP, ChFC-designated registered investment advisor at Dentist Advisors, based in Salt Lake City, UT, with 17 years of industry experience. Reese operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 750 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dentist Advisors' investment management fees have a maximum rate of 1.50% per year, calculated and billed quarterly. The specific rate you pay depends on the agreement you make with them. If a sub-advisor or third-party manager is used, you'll also pay their fees, up to 2.95% annually. Minimum account sizes may apply depending on the portfolio.
Location
6440 S Wasatch Blvd., Suite 215, Salt Lake City, UT, 84121
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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.
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Reese mentors undergraduate and graduate business programs at BYU, dedicating a few hours per week. Reese is also the CEO of Elements Technology, Inc., a software firm, spending nearly all of their time there.
Employment History
Current Registrations
Dentist Advisors
Previous Registrations
Woodbury Financial Services, INC.
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.