Bailee Tate is a registered investment advisor at North Capital, based in Salt Lake City, UT, with 3 years of industry experience. Bailee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 167 clients with $290M 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 $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee schedule is for Salt Lake clients. Sea Island clients pay 1.25% per year on all assets. A non-discretionary reporting fee of 0.15% per year also applies. Fees are negotiable.
Fee Estimator
Location
623 E Fort Union Blvd., Suite 101, Salt Lake City, 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
Bailee is involved with North Capital Investment Technology (NCIT), holding intellectual property assets and common equity. This activity, which is not investment-related, takes nearly full-time hours.
Employment History
Current Registrations
North Capital
North Capital Private Securities CorporationBroker
North Capital Private Securities Corporation
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.