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 $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee schedule includes the Outside Manager's fee of 0.15% annually. Fees are negotiable.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management. The fee schedule includes the Outside Manager's fee of 0.15%. Clients using Pontera to manage Held Away Accounts pay a fee that includes Pontera's 0.25% fee. Comprehensive financial planning has an upfront charge of $600, plus $200-$250/month. Hourly planning is $300/hour with a $600 upfront payment. Employee benefit plan fees are tiered based on plan assets and include Betterment's fee of 0.15%.
Areas of Practice
Advisor Information
Office location
2095 W. 6th Avenue, Suite 112, Broomfield, CO, 80020
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
Grayson is the owner of Millennial Bookkeeping, but has a sell agreement in place to transition the business to a new owner over three years. He spends minimal time on this activity.