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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
The standard investment management fee rate for fixed income assets under management is 0.30% per year and does not vary with account size.
Fee Estimator
Investment management fees range from 0% to 1% of assets under management, depending on portfolio size and complexity. The standard fee for fixed income assets is 0.30% per year. The standard fee for equity assets starts at 1.0% and decreases for assets exceeding $1 million (see table). Separate accounts are charged 1% of assets under management, plus a 10% annual performance fee subject to a high-water mark. Fees are negotiable. A minimum of $500,000 is required for Investment Management Services and $1,000,000 for Separate Accounts.
Areas of Practice
Advisor Information
Office location
1290 Broadway, Suite 1100, Denver, CO, 80203
Get directionsRegulatory History
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