Assets Under Management
$435.7M
Number of Clients
892
Number of Advisors
10
Average Client AUM
$488K
AUM per Advisor
$43.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Denver Wealth Management offers customized investment advisory solutions through continuous client contact, providing discretionary and non-discretionary investment management. They also offer financial planning services covering various areas of a client's financial situation, including retirement plan advisory services for businesses.
| Assets Under Management | 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.
4582 S Ulster St., Suite 1300, Denver, CO, 80237