Colorado Capital Management (CCM) is an investment management firm in Boulder, Colorado. CCM offers investment management and financial planning services to individuals, high net worth individuals, families, trusts, corporations, foundations, and other charitable organizations. CCM provides both discretionary and non-discretionary investment management services. They also offer financial planning services covering estate, income tax, charitable giving, cash flow, wealth transfer, and family legacy objectives.
Assets Under Management$640M
Clients241
Advisors10
Avg. per Client$2.6M
Avg. per Advisor$64M
www.facebook.com/colorado-capital-management-10... ·www.coloradocap.com ·www.linkedin.com/company/colorado-capital-manag...
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.35% |
Some legacy clients may be charged under a different fee schedule. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by CCM and the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...