Overview

Headquarters
Denver, CO
Total Firm Assets
$286 million
Average High-Net-Worth Client Portfolio Size
$3.3 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: LGA - FORM ADV PART 2A & 2B BROCHURE SUPPLEMENTS (2026-07-07) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.75%
$1,000,001 $20,000,000 0.75%
$20,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $17,500 1.75%
$5 million $47,500 0.95%
$10 million $85,000 0.85%
$50 million $310,000 0.62%
$100 million $560,000 0.56%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
83.13%
Number of High-Net-Worth Clients
71
Total Client Accounts
720
Discretionary Accounts
561
Non-Discretionary Accounts
159

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
143379
  • LGA - FORM ADV PART 2A & 2B BROCHURE SUPPLEMENTS (2026-07-07) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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