Advisor at Bonneville Multi-Family Office
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Firm
Bonneville Multi-Family Office
Location
Provo, UT
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Michael Roan is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Bonneville Multi-Family Office in Provo, UT. He has been with Bonneville since 2011 and also teaches personal financial management as an adjunct faculty member at Utah Valley University. Outside of his advisory work, he is involved in charitable service with his church, assists with elder care and estate matters for his mother, and serves as treasurer on a local condominium owners association board. Bonneville Multi-Family Office serves affluent individuals, multi-generational families, entrepreneurs, and professionals, typically with household incomes above $250,000 and net worths exceeding $1 million. The firm offers family-office style services focused on diversified, asset-allocation strategies using low-cost investment vehicles and emphasizes coordination among custodians, CPAs, attorneys, and other specialists.
Based on Bonneville Multi-Family Office
Based on Bonneville Multi-Family Office
Based on Bonneville Multi-Family Office
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1 million - $5 million: 0.75% $5 million - $10 million: 0.50% $10 million - > $10 million: Negotiable
Commissions received primarily from insurance products/services; disclosed prior to use; may offset other fees
$275/hour for analytical services, meetings, planning, implementation; $85/hour for administrative work
Account minimum: $5 Million minimum asset value Minimum fee: Minimum annual fee for asset management is $3,000 ($750 per quarter) Fee-only: Fee for time/expertise services at $275/hour; administrative work at $85/hour; travel time at 50% of normal rates; fees for asset management as tiered rates; negotiated fees possible
Provo, UT
Utah
Bonneville Multi-Family Office
2011 - Present (15 years)
Bonneville Multi-Family Office
2011 - Present (15 years)
Utah valley University
2010 - Present (16 years)
Stonehurst Securities, Inc.
2006 - Present (20 years)
Strategis Financial Group, Inc.
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Provo, UT
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Series 66
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Albility Planning
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