Advisor at Colwyn Investments LLC
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Firm
Colwyn Investments LLC
Location
South Jordan, UT 84095
Credentials
Series 66
Industry experience
18 years
Sterling Jack is a Series 66-credentialed financial advisor with 18 years of industry experience. He has been with Colwyn Investments LLC since 2014. Outside of his advisory work, he is involved in non-investment activities as a tour guide for Historic LDS Tours and teaches business classes. Colwyn Investments is an independent, single-advisor firm that provides discretionary portfolio management and comprehensive financial planning to individuals, businesses, and non-profit clients. The firm manages approximately $61.2 million in assets and emphasizes fundamental analysis with technical tools to tailor asset allocation and diversification according to client objectives and risk tolerances.
Based on Colwyn Investments LLC
Based on Colwyn Investments LLC
Comprehensive Financial Plan $2,500 fixed fee; Annual Financial Plan Review $1,000 fixed fee
$0 - $100,000: 2% per annum $100,001 - $500,000: 1.75% per annum $500,001+: 1.5% per annum
Insurance commissions earned by IA Reps acting as independent insurance agents; commissions are separate from advisory fees
Separate Financial Planning Consultations charged at $150 per hour
Account minimum: $100,000 Fee-only: Comprehensive Financial Plan $2,500 fixed fee; Annual Financial Plan Review $1,000 fixed fee; Separate Financial Planning Consultations $150 hourly fee
10923 S Redwood Road
South Jordan, UT 84095
Utah
Colwyn Investments, Lc
2014 - Present (12 years)
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