Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
10,451 clients
Average Client Portfolio
$547K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

387 W. 600 N., Lindon, UT, 84042

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Isaac is involved in 401(k) servicing and administration. This activity is not investment or insurance related.

Employment History
Current Registrations
Symmetry Partners
December 2024 - Present · 1 yr 2 mos
State Registrations2 states
CTUT
Advisor
Exams
No exam information available for this advisor.