Overview
- Headquarters
- Castle Rock, CO
- Total Firm Assets
- $210 million
- Average High-Net-Worth Client Portfolio Size
- $1.8 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: PART 2A BROCHURE (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Stated Minimum Annual Fee: $1,200
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 71.30%
- Number of High-Net-Worth Clients
- 85
- Total Client Accounts
- 619
- Discretionary Accounts
- 600
- Non-Discretionary Accounts
- 19
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 292551
- PART 2A BROCHURE (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗