The Institute
Assets Under Management
$1.2B
Number of Clients
817
Number of Advisors
18
Average Client AUM
$1.4M
AUM per Advisor
$64.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IWM offers investment advisory services through managed accounts, where clients choose between IWM or an IAR as the portfolio manager. They also provide financial planning services tailored to client needs. IWM utilizes a team approach to build model portfolios.
Fee Structure
Investment advisory fees are negotiable, with a maximum of 2.00% annually, though some clients may agree to a higher fee in limited circumstances. Financial planning fees range from $1,000 to $10,000 per engagement or an hourly fee. Cash management services are available for a flat rate of 0.10% per annum. A minimum initial account value of $100,000 is generally required, but may be waived.
Areas of Practice
Location
9878 W. Belleview Ave., #2306, Denver, CO, 80123