Private Client Wealth Advisors, LLC
Assets Under Management
$28.8M
Number of Clients
102
Number of Advisors
3
Average Client AUM
$283K
AUM per Advisor
$9.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Private Client Wealth Advisors, LLC provides investment advice, financial planning, pension consulting, and insurance services. They manage assets on a discretionary basis, focusing on building portfolios to meet client needs. They also offer retirement plan services and work with ERISA accounts.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.00% |
| $250K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
Fees negotiable for accounts over $2,500,001.
Fee Estimator
Financial planning fees range from $1200 to $2400 annually, or $150 to $350 per hour. Asset management fees are based on a percentage of assets under management (AUM), with a minimum annual fee of $200 or $50 per quarter. The AUM fees are negotiable. If you terminate the relationship, fees will be refunded on a pro rata basis.
Areas of Practice
Location
1040 South Gaylord Street, Suite 12, Denver, CO, 80209