Top financial advisors in Kaysville, UT
We’ve curated a list of the best financial advisors in Kaysville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$175,810,837
Number of advisors
4 advisors
| $175,810,837 | 4 advisors | |
| 2 |
Assets under management
$107,435,000
Number of advisors
5 advisors
| $107,435,000 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Kaysville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kaysville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Prestige Wealthwide, LLC
Prestige Wealthwide, LLC is a financial advisory firm based in Lehi, UT, established in January 2022 by Sterling Lawrence Sessions. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients grant discretionary authority to PWW for investment decisions, with a focus on fiduciary duties and fair allocation of opportunities among clients. Investment strategies include fundamental analysis and modern portfolio theory, with a range of investment options such as mutual funds, fixed income securities, real estate funds, equities, and ETFs. PWW charges an annual fee of 1.50% based on assets under management, with no minimum account size required. The firm does not participate in wrap fee programs and does not accept performance-based fees. Clients have the flexibility to choose how fees are paid and are responsible for third-party fees. PWW emphasizes transparency, ethical conduct, and compliance with a written Code of Ethics. The firm does not compensate non-advisory personnel for client referrals and provides clients with regular account reviews and reports. Charles Schwab & Co., Inc. provides institutional trading and custody services to PWW, with no soft-dollar benefits received. PWW does not aggregate client trades and does not require clients to use a specific broker-dealer. The firm discloses potential conflicts of interest and operates independently from Charles Schwab & Co., Inc.
$175,810,837 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesArs Investment Advisors, Inc.
ARS Investment Advisors, Inc. is a Utah-based firm established in May 2017, owned by Alan Russel Hodgson. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment policy creation, asset allocation, and regular portfolio monitoring. Clients may grant discretionary authority for securities selection and transactions. AIA aims to act as a fiduciary, making decisions in clients' best interests and avoiding conflicts of interest. They may refer clients to third-party advisers after due diligence. Services also include pension consulting and financial planning covering various aspects like retirement, tax concerns, and estate planning. AIA's fee structure for portfolio management ranges from 0.85% to 1.25% based on assets under management. Clients may terminate agreements within specified periods without penalty. The firm does not participate in wrap fee programs and has assets under management of $114 million. AIA's investment strategies involve various analyses and methods, including charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analyses. They engage in long-term trading, short-term trading, margin transactions, and options trading. Clients are informed about the risks associated with different securities, including mutual funds, ETFs, real estate funds, annuities, and commodities. AIA reviews client accounts quarterly and provides regular reports. The firm's brokerage practices prioritize best execution and transparency, with a focus on TD Ameritrade for custody and brokerage services. AIA's Code of Ethics covers various areas, including prohibited activities and conflicts of interest. The firm receives economic benefits through the TD Ameritrade institutional advisor program, which may indirectly influence their choice of services. AIA also discloses compensation arrangements for client referrals and maintains limited custody of client assets.
$107,435,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Kaysville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kaysville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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