Denver Wealth Management, INC.
Assets Under Management
$435.7M
Number of Clients
892
Number of Advisors
10
Average Client AUM
$488K
AUM per Advisor
$43.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Denver Wealth Management offers customized investment advisory solutions through continuous client contact, providing discretionary and non-discretionary investment management. They work with clients to identify goals, risk tolerance, and financial situations to create a portfolio strategy. They also offer financial planning services on an hourly or fixed-fee basis, covering areas like cash flow analysis, insurance planning, and retirement planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees associated with accounts greater than $7,000,000 will be negotiated.
Fee Estimator
Investment management fees are based on a tiered annual percentage of assets under management, billed quarterly in advance. For clients in the GWP platform, the total fee is 1.35%. Financial planning services are offered on an hourly basis (up to $350/hour) or a fixed engagement fee (up to $10,000). Fees may be negotiable based on the complexity of the client's circumstances. There is no minimum annual fee.
Areas of Practice
Location
4582 S Ulster St., Suite 1300, Denver, CO, 80237