Transform Wealth, LLC
Assets Under Management
$3.4B
Number of Clients
1,807
Number of Advisors
N/A
Average Client AUM
$1.9M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Weatherstone Capital Management, acquired by Transform Wealth, provides investment supervisory services. As a fee-only fiduciary advisor, they prioritize client interests. Services include tactical and strategic asset allocation, co-advisory roles, and sub-advisory for wrap fee programs. Direct client services are available through Transform Wealth.
Fee Structure
Weatherstone charges a quarterly management fee based on assets under management. Fees are negotiable. The fees include fees to Referring Advisors of 1.00% with the exception of .70% for Tactical Short-Term Bond. Referring Advisors determine the rates of their fees, which will not exceed 1.00%. Fees vary for legacy clients and may be waived for family and friends. Clients are responsible for third-party fees. A minimum account value of $25,000 and a program minimum of $12,500 are required, but may be waived at the firm's discretion.
Areas of Practice
Location
6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, CO, 80111