Simon Quick charges an annual investment advisory fee based on a percentage of the market value of assets under management or a fixed fee. Fees are negotiable based on factors like asset value and complexity. The firm maintains a minimum annual fee of $20,000, which may be reduced or waived at their discretion. Financial planning and consulting services are offered on a stand-alone basis with negotiable fees. Bill-pay and bookkeeping services range from $125 to $350 per hour and are also negotiable.
100 Fillmore St., Ste. 500, Denver, CO, 80206
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