Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $2,500 to $10,000 as a one-time fixed fee, or $175 to $675 per hour. These rates are negotiable. The firm requires a minimum annual investment management fee of $10,000, but this may be negotiable or waived in certain circumstances. For accounts under $1,000,000, the minimum fee charged will equate to more than 1.25%.
Areas of Practice
Advisor Information
Office location
16 Inverness Pl East E-100, Englewood, CO, 80112
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.
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Chad manages Navigate Tax & Accounting Advisors LLC, a CPA firm, and holds a CPA designation. This takes Chad nearly full-time, including a significant portion during trading hours.