Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
521 clients
Average Client Portfolio
$903K average
Assets Under Management
$470.5M

Fee Structure

Minimum Investment:$80K
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.35%
$1.0M - $3.0M1.20%
$3M+1.00%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7001 East Belleview Ave, Suite 800, Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Chase works as a consultant and industry expert for Guidepoint/Alphasights. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Edgerock Wealth Management
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
May 2021 - January 2023 · 1 yr 8 mos
Morgan Stanley
May 2021 - January 2023 · 1 yr 8 mos
Charles Schwab & CO., INC.
November 2015 - May 2021 · 5 yrs 6 mos
Charles Schwab & CO., INC.Broker
May 2014 - May 2021 · 7 yrs
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.