Denver Private Wealth Management offers investment management, financial planning, and consulting services. Investment management includes analysis, allocation, quarterly statements, and ongoing monitoring. Financial planning covers estate, retirement, education, insurance, and investment planning. Consulting provides advice on specific topics like estate planning or real estate. Denver PWM specializes in serving high-net-worth individuals, families, trusts, estates, and retirement plans.
Assets Under Management$550M
Clients336
Advisors7
Avg. per Client$1.6M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.5%. 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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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