Jeremy Shevlin is a CFP-designated registered investment advisor at Toro West Capital Advisors, based in Louisville, CO, with 21 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 24 clients with $210M 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 $10.0M | 0.95% |
| $10.0M - $30.0M | 0.85% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.65% |
Minimum annual fee is $25,000. One time startup fee is $15,000. Toro West reserves the right to lower or eliminate the minimum annual fee and/or waive part or all of our one-time start-up fee. These decisions will be made at Toro West’s discretion, depending on the individual circumstances of each case.
Fee Estimator
Location
357 Mccaslin Blvd., Suite 200, Louisville, CO, 80027
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Toro West Capital Advisors
Previous Registrations
Aveo Capital Partners, LLC
Cresset Asset Management, LLC
Crestone Asset Management LLC
Crestone Asset Management LLC
Crestone Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.