RM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
10 advisors
Number of Clients
521 clients
Average Client Portfolio
$903K average
Assets Under Management
$470.5M
Fee Structure
Minimum Investment:$80K
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$0 - $75,000
EdgeRock charges an annual fee based on a percentage of assets under management, as detailed in the fee table. Financial planning services are offered for a fixed fee, ranging from $0 to $75,000, depending on the complexity and scope of the plan. The minimum account size is $80,000, but this is subject to management's discretion. Fees for held away accounts are calculated and billed separately.
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingEstate PlanningCharitable GivingHigh Net Worth
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Advisor Information
Office location
7001 East Belleview Ave, Suite 800, Denver, CO, 80237
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
Edgerock Wealth Management
May 2025 - Present · 8 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - May 2025 · 2 mos
Fidelity Personal and Workplace Advisors
November 2024 - March 2025 · 4 mos
Fidelity Brokerage Services LLCBroker
September 2024 - May 2025 · 8 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.