wiseradvisor


Switchpoint Financial Planning Llc

Tel: 801.753.8538
2901 W Bluegrass Blvd
Suite 200 - 26
Lehi, Utah  84043

General Information

Services:   Financial Planning, Portfolio Management for Individuals, Pension Consulting Services
Fee Structure:   A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:   282856
SEC#:   801-125029
No. of Clients:   299