Wambolt & Associates, LLC
Assets Under Management
$586.8M
Number of Clients
620
Number of Advisors
N/A
Average Client AUM
$946K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wambolt & Associates, LLC offers asset management, comprehensive wealth management, financial planning & consulting, and employer-sponsored ERISA plan consulting. They tailor advice to individual client needs and objectives, utilizing various methods of analysis and investment strategies. The firm may use third-party money managers for portfolio diversification.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.98% |
| $100K - $500K | 1.62% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.96% |
| $2.0M - $3.5M | 0.72% |
| $3.5M - $5.0M | 0.66% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.48% |
Fee Estimator
Asset Management and Comprehensive Wealth Management fees are based on a tiered schedule (see table). For clients using third-party money managers, an additional fee of up to 0.50% of assets under management may apply. Financial Planning & Consulting services are charged on an hourly basis ($300/hour) or a flat fee basis ($400 to $20,000). Employer-Sponsored ERISA Plan Consulting services are billed an annual flat asset-based fee rate ranging from 0.50% to 1.0%. Fees are generally negotiable.
Areas of Practice
Location
13976 W. Bowles Avenue, Ste. 200, Littleton, CO, 80127