Ghp Investment Advisors INC
Assets Under Management
$2.7B
Number of Clients
1,164
Number of Advisors
23
Average Client AUM
$2.3M
AUM per Advisor
$118.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GHP Investment Advisors, Inc. provides investment supervisory services, including individual portfolio management, on both a discretionary and non-discretionary basis. They also offer comprehensive financial planning services, pension advisory services, and consulting services. GHPIA publishes a quarterly newsletter with general financial information.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fee Estimator
Investment management fees range from 0% to 1% of assets managed, depending on portfolio size and complexity. Fixed income assets are charged 0.50% annually. Equity assets start at 1.0% and decrease according to a schedule. Financial planning fees are fixed and quoted in an engagement letter. There is a minimum account size of $500,000 for investment supervisory services.
Areas of Practice
Location
1290 Broadway, Suite 1100, Denver, CO, 80203