| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Obermeyer Wealth occasionally charges a lesser management fee or waives the $1 million client minimum based on certain criteria.
501 Rio Grande Place, Suite 107, Aspen, CO, 81611
Get directionsNo 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 →Kim is the operator of Aspen Custom Vans, a campervan conversion and rental company, working alongside her husband who is the single member LLC member.