Deseret Point Partners LLC

Overview

Deseret Point Partners LLC is a Utah-based limited liability company owned by an individual and organized to provide advisory services to private clients. The firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting services among its core advisory activities. It is state-registered in Utah and does not present itself as a multi-state adviser. Fee arrangements include asset-based fees, fixed fees, and performance-linked fees. The firm identifies itself as an active ESG investor, indicating that environmental, social, and governance factors figure into its investment decision-making.

Investments & Alternatives

Location & Offices