Davis Bean is a registered investment advisor at Private Advisory, based in Draper, UT, with 1 years of industry experience. Davis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 601 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisory Group's fees for managing your investments are based on a percentage of the value of your portfolio. The specific rate depends on the advisor managing your account and when you became a client.
They also offer a performance-based fee arrangement for certain clients, where they earn 18.3% of the absolute annual return above a high water mark. To be eligible for this, you must also have at least $1 million managed under their standard fee schedule.
Location
12459 S 300 E, #101, Draper, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Private Advisory
State Registrations1 state
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