Joseph Garry is a CFP-designated registered investment advisor at Denver Wealth Management, INC., based in Denver, CO, with 2 years of industry experience. Joseph 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
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 →Other Business ActivitiesSells Insurance
Joseph is a licensed insurance agent, spending minimal time on insurance sales, including recommending and implementing insurance products. This activity is not investment-related and occurs at the same business location.
Employment History
Current Registrations
Denver Wealth Management, INC.
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.