Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Expand Financial charges a fee for investment management services, including advisory and consulting services. The maximum annual advisory fee is 1.50% of assets managed. Fees are calculated either quarterly or monthly in arrears based on the account values. Flat fees may be negotiated. Financial planning services are included in the investment management fees. Retirement plan fees range from 0.03% to 1.00% asset-based or $100 to $75,000 annually for flat fixed fees.
Areas of Practice
Advisor Information
Office location
Littleton, CO
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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
Sheri is the CFO of July Holdings LLC and July Business Services, providing record keeping for retirement plans, dedicating nearly full-time hours to July Holdings and a few hours per week to July Business Services. She is also President of Summit Benefits Solution LLC, a consultant for Summit Payroll Solutions LLC, a partner and insurance producer for Summit Benefit Insurance, Inc., and a managing member of MBSKI Holdings, dedicating minimal time to each.