Anthony Pelz is a registered investment advisor at Denver Wealth Management, INC., based in Denver, CO, with 19 years of industry experience. Anthony 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, Insurance Planning, and 2 more. Their firm serves 986 clients with $530M 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 $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. For any managed cash account where no equities or securities are bought in the account, the advisory fee is 0.50%. Employees and certain family members may be charged a lower fee in accordance with the Advisor’s family discount program.
Fee Estimator
Location
4582 S Ulster St., Suite 1300, Denver, CO, 80237
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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 →Other Business Activities
Anthony operates Denver Wealth Management as a DBA for his LPL business, dedicating nearly full-time hours. He also provides administrative support to Denver Wealth Management, Inc., an independent investment advisor firm, spending nearly full-time hours on this activity as well.
Employment History
Current Registrations
Denver Wealth Management, INC.
LPL Financial LLCBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations19 states
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