Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Comprehensive Portfolio Management has a maximum fee of 3.0% of assets under management, but may be a flat fee not to exceed 2.5% of AUM or a negotiated flat rate. Financial planning fees range from $100 to $1,000 hourly or $100 to $10,000 flat. Portfolio Monitoring has a maximum fee of 0.3% of monitored assets. Fees are negotiable and will be detailed in the client agreement.
Areas of Practice
Advisor Information
Office location
5251 DTC Pkwy, Ste 1045, Greenwood Village, CO, 80111
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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
Bryan owns a timeshare rental property and Samwise Investments LLC for tax/investment purposes. He also works with Quo Vadis Financial Partners and Western Wealth Management LLC, providing investment advisory services, dedicating a significant amount of time to these activities. Bryan also works as a financial advisor selling non-variable insurance, dedicating minimal time to this activity.