Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.00% |
| $250K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
Fees negotiable for accounts over $2,500,001.
Fee Estimator
Financial planning fees are determined based on the relationship, nature, and complexity of the services provided, ranging from $1200 to $2400 annually, or $150 to $350 per hour. Asset management fees are based on a percentage of assets under management, with a minimum annual fee of $200 or $50 per quarter. Fees are negotiable and pro-rated, paid quarterly in advance. The firm does not have a minimum account opening requirement, but the minimum account balance is $500,000, which may be negotiable.
Areas of Practice
Advisor Information
Office location
1040 South Gaylord Street, Suite 12, Denver, CO, 80209
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an insurance agent since 2003, providing insurance products for clients. This requires minimal time.