Frequently Asked Questions

Where are your offices located?

Our main offices are located at:
3651 N 100 E, Suite 300
Provo, UT 84604

What is the best way to contact you?

You may call us at: 801.377.9787 or email us - service@jamestowncapital.com, or click here

What is a Registered Investment Advisor (RIA)?

A Registered Investment Advsior, also abbreviated as "RIA", is a legal term for an investment manager that is registered with the Securities and Exchange Commission ("SEC"). An RIA is an important distinction to understand in the investment world due to its ability to have a fiduciary duty and responsbility to its clients. This means, the RIA, its employees, principals, and other affiliated groups, must act in the best interest of the client, even before their own. Jamestown Wealth Management, is owned an operated by Jamestown Capital Group, LLC. Jamestown Capital Group is an RIA, and will always put your interests first.

What will Jamestown Wealth Management do for me as a client?

We help you manage your investment assets for growth and security, based on your goals and what you feel is an acceptable level of risk.

As wealth advisors, we also want to make sure all your financial needs are meet. For example, if you are working with other advisors, we can integrate strategies to ensure a combined strategy that suits your needs.

Our role is to proactively monitor your portfolio, manage the accounts according to the plan we’ve made with you, and meet regularly to review progress and changing needs.

What is a fiduciary?

Simply put, a fiduciary is someone who has a legally enforceable obligation to put your interests first. In the investment community, a fiduciary will always make sure that you are getting the best investment for your situation. This is different from most of the large broker-dealer companies that are only required to offer you a suitable investment option. There can be a big difference between what’s best for you compared with what’s merely suitable for you.

What is Jamestown like as a company?

We are a people oriented business. We enjoy our relationships with our clients and look forward to speaking and visiting with them. We are also a small, team-oriented firm, with our members being blessed with diverse talents and experience.

Integrity and transparency are critical in our business. Ours is a reputation-based industry, and we hold ourselves to the highest standards of ethics, morality and honesty. We lead balanced lives outside of work, and we are involved in our families, churches and communities. Our company is also growing, and we enjoy making new relationships. This commitment to the financial health of our clients and the growth of our firm keeps us in the forefront of money management techniques and strategies.

How does Jamestown get compensated?

Jamestown is a 100% fee-based advisor. This means our only compensation is a modest fee based on the size of your portfolio. We charge a percentage of your portfolio value at the end of each quarter. The annual fee starts at 1.2% for traditional asset allocation portfolios. This percentage varies depending on the size of the portfolio and the investment model you are participating in. In all models, larger portfolios result in smaller fees. This keeps our interests aligned with yours: The better you do, the better we do.

Who takes care and answers questions about my investment portfolio?

At Jamestown you will work directly with a private money manager advisor. While we often delegate paperwork to our staff members, we never delegate advice. Depending on your question, we can also involve your CPA, insurance specialist or other analysts we work with. We are committed to addressing your questions thoroughly and promptly with the right people.

Is Jamestown Wealth Management a Law Firm?

No. Although our advisors may also be attorneys who draft, advise and coordinate your estate plan, they do this work through Jamestown Law Group, an separate law firm. RIA firms and law firms are each regulated through separate state and federal regulations, making the formal division of entities necessary. However, we feel our affiliation is in the best interests of our clients, but who often find convenience and efficiency in the coordinated efforts of our attorney-advisors. Of course, clients are free to choose any lawyer they wish, and we will work enthusiastically with them on client estate planning matters.

How do I schedule my first appointment with you?

Just call us at 801-377-9787. You’ll talk with one of our wealth managers briefly over the phone to discuss your questions and needs. After this, and before we begin working together, we will schedule an in-depth meeting to go over your existing portfolio to begin the process of understanding where you are. Only by understanding your current situation can we make appropriate suggestions for the future.

If you would like to meet with us to learn more about how we put our clients first, or for a valuable second opinion, we invite you to contact us.