BP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
56 clients
Average Client Portfolio
$14.0M average
Assets Under Management
$782.3M
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$50,000
Financial Plan Fee:$50,000 - $200,000
Impact Strategy fees range from $50,000 to $200,000, depending on complexity. Flat fees for portfolio management typically range from $100,000-$800,000 and are negotiable. There is a minimum annual fee of $50,000, which is also negotiable. Institutional Clients pay a flat annual fee that ranges from $100,000-$400,000 for access to its Platform.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
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Advisor Information
Office location
Boulder, CO
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Align Impact, LLC
February 2025 - Present · 11 mos
Previous Registrations
Blackrock Investments, LLCBroker
September 2022 - July 2024 · 1 yr 10 mos
State Registrations3 states
CACONY
Advisor
Exams
No exam information available for this advisor.