JM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
23 advisors
Number of Clients
1,164 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$2.7B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$3,000 - $5,000
Investment management fees range from 0% to 1% of assets managed, depending on portfolio size and complexity. Fixed income assets are charged 0.50% annually. Equity assets start at 1.0% and decrease according to a schedule. Financial planning fees are fixed and quoted in an engagement letter. There is a minimum account size of $500,000 for investment supervisory services.
Areas of Practice
Retirement PlanningEducation PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
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Advisor Information
Office location
1290 Broadway, Suite 1100, Denver, CO, 80203
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Israel Investment Advisors, LLC
May 2021 - Present · 4 yrs 8 mos
Ghp Investment Advisors INC
May 2021 - Present · 4 yrs 8 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
August 2019 - August 2020 · 1 yr
Oppenheimerfunds Distributor, INC.Broker
November 1996 - June 1999 · 2 yrs 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.