Assets Under Management
$1.1B
Number of Clients
946
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$153.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Association Financial Services provides financial planning and investment counseling services. They sponsor a wrap fee program where clients pay a single fee for investment advisory services and custodial transaction costs. They manage portfolios of individual stocks, bonds, ETFs, options, and mutual funds.
| Assets Under Management | 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 determined on a concierge basis for accounts over $10,000,000. Fees are negotiable and discounted fees may be offered at the firm's discretion.
1935 Vine Street, Suite 120, Salt Lake City, UT, 84121