Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are negotiable. The maximum annual Basic Level Advisory Fee is 0.65%. For IRAs and non-qualified individual accounts, the maximum annual investment advisory fee is 2.05%. Basic Managed Model fees are an additional 0.25%, and Professionally Managed Model fees are an additional 0.45%. Financial planning and consulting services are offered on an hourly basis (up to $500/hour) or fixed fee (up to $10,000). There are also non-standard plan sponsor fees for mapping prior plan investment choices and ongoing reviews.
Areas of Practice
Advisor Information
Office location
5333 N Union Blvd, Suite 200, Colorado Springs, CO, 80918
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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