Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum quarterly fee of $10,000. Fees are negotiable.
Fee Estimator
For investment management, new clients can choose between asset-based or flat fees. The standard asset-based fee is 1.00% on the first $2,000,000, 0.75% on the next $1,000,000 (between $2,000,000 and $3,000,000), and 0.50% on amounts over $3,000,000. There is a minimum quarterly fee of $10,000. Fees are negotiable and can be different from the standard schedule. Financial planning fees are determined case-by-case as a fixed fee, ranging from $1,000 to $50,000 for project-based work.
Areas of Practice
Advisor Information
Office location
2355 Canyon Blvd, Suite 204, Boulder, CO, 80302
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Myra Lynn SalzerRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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