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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
The fee is negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.
Fee Estimator
For portfolio management, you'll pay an annual fee based on the value of your account, as detailed in the fee table. Financial planning fees are fixed, ranging from $1,000 to $7,500, with 50% due upfront and the remainder upon plan presentation. Hourly financial planning fees are $250, charged in arrears. Wealth management fees are fixed and negotiated in advance, ranging from $500 to $2,000 annually or semi-annually, depending on the scope of service.
Areas of Practice
Advisor Information
Office location
3445 Penrose Place, Suite 130, Boulder, CO, 80301
Get directionsRegulatory History
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