Jeffrey Brimhall is a CFA, CFP-designated registered investment advisor at Blue Barn Wealth, based in Orem, UT, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 233 clients with $320M 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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Location
370 West Center Street, Orem, UT, 84057
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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
Jeffrey owns and operates a real estate rental business, Brimhall Properties, since 2003. He is also the owner/manager of Force For Good Financial, LLC, since 2017, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Blue Barn Wealth
Previous Registrations
Blue Barn Wealth, LLC
Soltis Investment Advisors, LLC
State Registrations2 states
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