Colorado Financial Service Corporation
Assets Under Management
$68.5M
Number of Clients
126
Number of Advisors
19
Average Client AUM
$543K
AUM per Advisor
$3.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Colorado Financial Service Corporation (CFSC) offers investment advisory services through its IARs, including financial planning and asset management. CFSC may use third-party IAs. CFSC is also a securities broker-dealer and licensed insurance agency, which presents potential conflicts of interest. CFSC aims to have long-term, productive relationships with clients and conduct business ethically.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Financial planning fees are either hourly ($200/hour) or fixed ($200 to $1,500), as negotiated. Asset management fees are based on a percentage of assets under management, as shown in the table. These fees are calculated quarterly. Clients can negotiate their advisory fee with CFSC and their IARs. In addition to CFSC's fees, accounts will be charged various fees by the custodian of the account including execution fees, custodial fees, etc. CFSC has no minimum account value requirement.
Areas of Practice
Location
188 Inverness Drive West, Ste 100, Centennial, CO, 80112