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 $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable and the final fee schedule is evidenced in the Investment Management Agreement.
Fee Estimator
Illumination Wealth Management charges fees for Financial Life Management based on a percentage of adjusted gross income (AGI) plus a percentage of net worth. Investment Management services have a tiered fee schedule based on assets under management, with a $1,500 minimum for accounts under $100,000. Financial Life Management has a minimum quarterly fee of $2,000. Pension consulting is offered for a fixed fee between $500-$1,500 for initial consulting and an annual fixed fee with a $500 annual minimum paid quarterly in advance.
Areas of Practice
Advisor Information
Office location
Boulder, CO
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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Heidi is the lead event planner for the Colorado Financial Planning Association (COFPA) since September 2024. She dedicates a few hours per week to organizing a pro bono event offering financial planning support to the local community.