Accuvest Global Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$630,452,554
This total excludes 34 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
31
87% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
8
Average account size
$20,337,179
About
Accuvest Global Advisors provides discretionary asset management, sub‑advisory portfolio management, consulting, and custom research to a mix of individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, U.S. investment companies, and non‑U.S. investment funds. The firm also distributes model portfolios to other registered investment advisers and serves as a sub‑adviser to exchange‑traded and mutual fund products.
Portfolios are tailored to client objectives and reviewed at least monthly, using both fundamental and technical analysis and employing long‑ and short‑term positions, options, and short sales where appropriate. Accuvest may engage independent money managers, provide ongoing rebalancing and reporting, and offers negotiated consulting and research engagements in addition to its core asset management services.
Distinctive features disclosed in the brochure include an advisory role to a private fund (Mosaic Exodus 1, LLC), explicit service relationships with investment company clients, and an acknowledged non‑U.S. client base, alongside an affiliation by common ownership with a broker‑dealer, Mosaic Financial. The firm also states it may charge performance‑based fees to qualified clients and describes specific procedures and fee‑rebate practices intended to mitigate conflicts of interest, while noting it currently has no performance‑fee accounts.
Client services
Portfolio management
Selection of other advisers
Research & consulting for other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Consulting fees generally have a minimum fee of $25,000 per engagement; research fees are charged on an annual flat fee basis, negotiable case-by-case.
$0 - $1,000,000: 1.50% $1,000,000 - $2,500,000: 1.25% $2,500,000 - $5,000,000: 1.00% $5,000,000+: Negotiable $0 - $1,000,000: 2.00% $1,000,000+: Negotiable
Performance fees charged quarterly, capped so total fees do not exceed 3.0% of AUM per annum, applicable only to qualified clients with at least $1,000,000 under management or $2,000,000 net worth; currently no clients with performance fees.
Consulting fees may be charged as one-time or annual retainer fees; research fees charged on an annual flat fee basis.
Main office location
Accuvest Global Advisors, Inc.
3575 N. 100 E., Suite 350
Provo UT 84604, United States
Number of offices
2
Most active in
Accuvest Global Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Alaska · California · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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