Overview

Headquarters
Louisville, CO
Total Firm Assets
$246 million
Average High-Net-Worth Client Portfolio Size
$14.3 million

Fee Disclosure

Source: TORO WEST CAPITAL ADVISORS ADV PART 2A 5-2024 (2026-03-31) · View brochure text

MinMaxDisclosed Annual Rate
$0 $10,000,000 0.95%
$10,000,001 $30,000,000 0.85%
$30,000,001 $50,000,000 0.75%
$50,000,001 and above 0.65%

Stated Minimum Annual Fee: $25,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $25,000 2.50%
$5 million $47,500 0.95%
$10 million $95,000 0.95%
$50 million $415,000 0.83%
$100 million $740,000 0.74%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
98.92%
Number of High-Net-Worth Clients
17
Total Client Accounts
352
Discretionary Accounts
121
Non-Discretionary Accounts
231

Services Offered

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

Regulatory Filings

SEC CRD Number
331265
  • TORO WEST CAPITAL ADVISORS ADV PART 2A 5-2024 (2026-03-31) (fee schedule source) · View brochure text

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

Frequently Asked Questions