Myra Salzer is a CFP-designated registered investment advisor at The Wealth Conservancy, INC., based in Boulder, CO, with 27 years of industry experience. Myra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 47 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum quarterly fee of $10,000. Different fee schedule for existing clients who engaged prior to 1995: First $250,000: 2%, Next $250,000: 1.5%, Over $500,000: 0.50%, Minimum quarterly fee: $1,350. Fees are negotiable.
Fee Estimator
Contact
Myra Salzer
Location
2355 Canyon Blvd, Suite 204, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Wealth Conservancy, INC.
State Registrations3 states
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