Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a percentage of assets under management, with a maximum fee of 1.5%. Fees may vary based on account size and complexity and are billed quarterly in advance. Financial planning fees range from $2,000 to $5,000, determined by the complexity of the situation. Hourly charges for wealth management or financial planning range from $200 to $300 per hour. The firm requires a minimum initial account value of $500,000.
Areas of Practice
Advisor Information
Office location
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO, 80222
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 Activities
Andrew owns rental property in Denver, Colorado, which he rents out. This real estate/property management activity takes about 10-20% of his time.