Bret Everson
Advisor at My Prosper Team
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Bret Everson is a financial advisor at My Prosper Team in Lehi, UT, holding a Series 65 designation with one year of industry experience. He has worked at Everest Linens since 2014. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, uses documented investment policy statements, and may recommend independent managers while typically acting as the primary adviser.
Client services
Based on My Prosper Team
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on My Prosper Team
Options & derivatives strategies
Real estate investing
Retirement income strategy
College savings (529s, UTMA, etc.)
Fee options
Financial Planning modular fee of $1200 per module.
$0 - $12,000: Minimum annual fee of $150 Over $12,000+: 1.25% annually
Financial Planning and Consultation Services charged at $250 per hour.
Account minimum: No minimum for general clients; however, there is a minimum annual advisory fee for portfolios with $12,000 or less to initiate services. Minimum fee: Minimum annual advisory fee of $150 for portfolios $12,000 or less, invoiced at engagement and annually thereafter. Fee-only: Advisory fees only; no commissions accepted by the firm.
Location
3200 Club House Dr., Suite 125
Lehi, UT 84043
Most active in
Bret E has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Everest Linens
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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