Gravitas Wealth Planning
Assets Under Management
$1.6M
Number of Clients
2
Number of Advisors
N/A
Average Client AUM
$790K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gravitas Wealth Planning offers continuous investment advice based on individual client needs, developing personalized investment policy statements and managing portfolios accordingly. They also provide comprehensive financial planning services, addressing areas like cash flow, college savings, estate planning, insurance, retirement, and tax planning. Financial planning is offered on a project-based or ongoing basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 0.80% |
| $1.5M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, as detailed in the fee table. For clients with over $500,000 in AUM, ongoing financial planning is included at no additional charge. For stand-alone ongoing financial planning or for clients with less than $500,000 in AUM, the fee is $300-$3000 per quarter, depending on complexity and needs. Project-based financial planning is billed hourly at $350/hour. Fees are negotiable. There is no minimum account size requirement.
Areas of Practice
Location
CO, United States