Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than 2%.
Fee Estimator
The maximum annual advisory fee is 2.00% of assets under management. A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than 2%. All accounts will also be assessed a $50 annual administrative and technology fee (ATF). Fees may be negotiable based upon individual account criteria. Fees are collected either in arrears on a monthly or quarterly basis or quarterly in advance.
Areas of Practice
Advisor Information
Office location
4725 S Monaco St, #110, Denver, CO, 80237
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 ActivitiesSells Insurance
Andrew is an insurance agent selling fixed insurance and annuities since May 2023. This activity takes nearly full-time hours.