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
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
Melissa owns Salted Toast Coaching, LLC, which provides life coaching services as an independent contractor. She dedicates a few hours per week to this non-investment related activity.