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 $500K | 2.00% |
| $500K+ | 1.50% |
Fee Estimator
Investment management fees are based on a percentage of assets under management, ranging from 2.00% to 1.50% annually. Fees are billed quarterly, in advance. There is a minimum account size of $500,000, which may be waived. For clients requesting a written financial plan, a flat fee up to $10,000 will be charged, typically billed quarterly in advance. Ongoing support after the initial plan is available for an annual fee up to $6,500, billed quarterly in advance.
Areas of Practice
Advisor Information
Office location
Denver, CO
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
Ryan is a principal in Pine Bluffs Capital Management, which invests in small multifamily rental real estate. He spends a few hours per week updating financial records and approving work orders, with the portfolio managed by a third party.