Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This service charges an advisory fee based on the assets managed in the Discretionary Management portion of the service. Financial planning and retirement income planning are included and do not incur separate fees. The Financial Planning portion of the Service generally requires a minimum of $250,000 in aggregate investable assets. The Discretionary Management portion of the Service requires an initial minimum investment of $250,000 per household.
Areas of Practice
Advisor Information
Office location
2220 Briargate Parkway, Colorado Springs, CO, 80920
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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Alan works as a cleaner doing basic building maintenance at Old Town Plaza, dedicating about 10-20% of his time. He also spends about 10-20% of his time as a musician, creating and releasing music on streaming platforms.