Thomas Reed is a registered investment advisor at Truenorth Wealth, based in Salt Lake City, UT, with 2 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 975 clients with $1.3B 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 | 0.88% |
| $1.0M - $2.0M | 0.82% |
| $2.0M - $4.0M | 0.74% |
| $4.0M - $6.0M | 0.68% |
| $6.0M - $10.0M | 0.62% |
| $10M+ | 0.62% |
Fees are negotiable. The above fee schedule represents the highest fee charged by the Firm at each asset level. For various reasons, the Firm offers clients a discounted fee schedule at its discretion.
Fee Estimator
Location
1935 Vine Street, Suite 120, Salt Lake City, UT, 84121
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 →Employment History
Current Registrations
Truenorth Wealth
State Registrations2 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.