Wakefield Wealth Management, Lllp
Assets Under Management
$388.3M
Number of Clients
151
Number of Advisors
3
Average Client AUM
$2.6M
AUM per Advisor
$129.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wakefield Wealth Management helps clients build, manage, and preserve their wealth. They offer discretionary and non-discretionary investment advisory services, making investment decisions based on a disciplined process. They allocate client assets among various securities and investments, continuously monitoring and rebalancing portfolios based on individual needs and goals.
Fee Structure
Investment management fees are calculated and billed quarterly, either in arrears based on the average daily balance or in advance based on the previous quarter's balance, with a maximum annual fee of 1.5%. Fees vary based on account size and complexity and may be negotiable. Employees and their family accounts are charged a reduced fee. The firm requires a minimum of $1 million of investable assets, but this may be waived at the firm's discretion.
Areas of Practice
Location
7887 E. Belleview Ave, Suite 800, Englewood, CO, 80111