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 | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.55% |
| $50M+ | 0.55% |
Fees negotiable above $50,000,000. These rates apply to Large Cap Equity Strategies. Small Cap Equity Strategy rates are: 1.00% for $1,000,000-$10,000,000, 0.90% for $10,000,000-$25,000,000, 0.85% for $25,000,000-$50,000,000, and negotiable above $50,000,000.
Fee Estimator
Investment management fees are based on assets under contract. For clients engaged prior to February 1, 2023, fees are billed quarterly in advance. For new clients after that date, fees are calculated and billed quarterly in arrears based on the average daily balance. There is a $1 million minimum for asset management services, but fees and minimums are negotiable. Consulting service fees vary and are negotiated on a client-by-client basis.
Areas of Practice
Advisor Information
Office location
7887 East Belleview Ave, Suite #800, Englewood, CO, 80111
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