Denver Pwm, LLC
Assets Under Management
$554.1M
Number of Clients
336
Number of Advisors
7
Average Client AUM
$1.6M
AUM per Advisor
$79.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Denver PWM offers discretionary investment management, investment supervision, and financial planning services. They tailor advisory services to individual needs, considering financial condition, investment objectives, risk tolerance, and time horizons. The firm also provides consulting services on various financial topics.
Fee Structure
Investment management fees are based on a percentage of assets under management, with a maximum fee of 1.5%. Fees may vary based on account size and complexity and are billed quarterly in advance. Financial planning fees range from $2,000 to $5,000, determined by the complexity of the situation. Hourly charges for wealth management or financial planning range from $200 to $300 per hour. The firm requires a minimum initial account value of $500,000.
Areas of Practice
Location
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO, 80222