Colorado Financial Management Review


Trust Score 96%
Trust Score info_outline
Share

Colorado Financial Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 10 advisors. Colorado Financial Management manages $1.5 billion and provides investment advisory services for 724 clients (1:73 advisor/client ratio).

Colorado Financial Management requires a $0 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 73 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $2,003,155
Hybrid Advisor No
Disciplinary History No
Total AUM $1.5 billion
Advisor / Client Ratio 1:73
Headquarters Boulder, CO
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.00%
$2,000,001 to $4,000,000 0.75%
$4,000,001+ 0.50%


Questions & Answers



Get answers about Colorado Financial Management


Ask a question question_answer


Feedback