Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are calculated quarterly, either in advance or arrears, based on the account's average daily balance. The maximum annual advisory fee is 1.25%. A minimum annual fee of $2,500 per household may be imposed, but fees are negotiable. Financial planning is included in investment management fees. If financial planning is the only service provided, the hourly rate is $250. Certain clients may incur a $10 quarterly fee for third-party administrative services.
Areas of Practice
Advisor Information
Office location
8400 E. Prentice Ave., Suite 1360, Greenwood Village, CO, 80111
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
Michael is a licensed insurance agent authorized to sell insurance products from various companies. He spends about 10-20% of his time on insurance products.