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 $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
The firm charges an annual fee based on assets under management. Estate planning services are included for portfolio management clients. For non-portfolio management clients, estate planning services are a flat $250 fee. The annual fee for retirement plan advisory services is up to 0.50% of plan assets and is negotiable.
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 ActivitiesSells Insurance
Jacob is a licensed insurance agent with FEFA Advisors LLC, working as a retirement planner. He dedicates about 10-20% of his time to this activity, with 25 hours per month during trading hours and 5 hours outside trading hours.