Assets Under Management

$4.5B

Number of Clients

266

Number of Advisors

16

Average Client AUM

$16.8M

AUM per Advisor

$279.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Sepio Capital offers investment advisory services including discretionary investment management, financial planning, and related advisory services. They utilize proprietary investment strategies and/or unaffiliated money managers. They also provide strategic planning and consulting services, and retirement plan advisory services.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
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Location

2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT, 84121

16 Advisors at this firm