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 $1.0M | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
Minimum Recurring Quarterly Advisory Fee – $2,500
Fee Estimator
Fees vary based on the services you choose. For entrepreneurs, there's a flat fee of $16,000/year plus an asset-based fee (0.90% on the first $5M, 0.50% above that). Combined investment management and financial planning fees are either a flat fee ($2,500-$20,000) or a percentage of assets (up to 1.50%). Stand-alone financial planning is billed hourly at $395/hour. There is a minimum recurring quarterly advisory fee of $2,500. Orion Platform Solution fees will not exceed 0.15% of assets under management. Consulting services range from $200-$500/hour.
Areas of Practice
Advisor Information
Office location
14143 Denver West Parkway, Suite 100, Golden, CO, 80401
Get directionsRegulatory History
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