Jared Johnsen
Advisor at Trek Financial
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.
Advisor at Trek Financial
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.
Firm
Trek Financial
Location
Sandy, UT 84093
Credentials
Series 63, Series 65
Industry experience
28 years
Fixed fees ranging from $100 to $50,000 for financial planning and consulting services
$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.70%
Up to $400 per hour for financial planning and consulting services
Annual retainer fee ranging from $200 to $20,000 for financial planning services
Account minimum: $100,000 Fee-only: Annual retainer fee from $200 to $20,000; Fixed fee $100 to $50,000; Hourly fee up to $400/hour
World Equity Group
2015 - 2019 (4 years)
Trek Financial
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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