Colorado Wealth Group (CWG) helps clients build, manage, and protect their wealth. CWG offers investment management on a discretionary or non-discretionary basis, allocating assets among stocks, bonds, ETFs, and mutual funds. CWG also provides financial planning services, addressing estate, tax, charitable giving, cash flow, and wealth transfer objectives. CWG partners with other advisors to ensure a coordinated approach to clients' financial goals.
Assets Under Management$240M
Clients348
Advisors5
Avg. per Client$680K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.50% |
| $8M+ | 0.30% |
Money Market assets are charged at a 0.50% annual rate. 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. Legacy clients and employees may be charged a reduced fee or no fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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