Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Family office services are charged a fixed annual fee ranging from $0 to $750,000. Investment management fees are based upon a percentage of assets under management, not to exceed 1.50%. Fees are billed in arrears on a quarterly basis. Fees may vary based on account size, portfolio complexity, or other agreed-upon reasons. The firm requires a minimum household value of $2,000,000 to provide advisory services, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
5750 S. Ulster Circle East, Suite 300, Greenwood Village, CO, 80111
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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William is a board director for AbleLight Foundation, a non-profit organization, providing fiduciary guidance. He dedicates minimal time to this activity and does not receive compensation.