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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may be reduced or waived based on certain criteria.
Fee Estimator
Obermeyer Wealth charges an annual investment management fee based on a percentage of your portfolio's value. The fee is calculated quarterly in arrears. The first $10 million is charged at 1.0%, the next $10 million at 0.75%, and additional amounts above $20 million at 0.5%. Obermeyer Wealth prefers a $1 million minimum for investment management services, but this may be waived or reduced based on certain criteria. Clients may also incur brokerage commissions and custodial fees. Additional fees apply for private investments.
Areas of Practice
Advisor Information
Office location
501 Rio Grande Place, Suite 107, Aspen, CO, 81611
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.
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Kim is the operator of Aspen Custom Vans, a campervan conversion and rental company, working alongside her husband who is the single member LLC member.