Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning and consulting fees are either fixed per project, ranging from $10,000 to $500,000, or hourly, ranging from $195 to $425 per hour. The firm also recommends partnership interests in closed-end private equity funds, where investors generally pay a 10% profit participation after a return of contributed capital and a preferred return, plus an operations fee related to fund expenses. Investment management fees vary depending on the size and complexity of a client’s account and generally range from 0.50% to 2% per year.
Areas of Practice
Advisor Information
Office location
Silverthorne, CO
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 Activities
Ann is the Mayor of the Town of Silverthorne, dedicating about 10-20% of her time to this role. She is also a Senior Advisor for Schechter Private Capital, spending a few hours per week recommending private equity investments to clients.