COLORADO CAPITAL MANAGEMENT is a reputable financial advisory firm that offers a wide range of services to its clients. With years of experience and a team of highly qualified advisors, the firm remains devoted to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning and investment management services
– Offers a comprehensive approach to financial planning, from retirement planning to tax strategies
– Utilizes a data-driven and research-based investment approach
– Offers ongoing support and guidance to help clients make informed financial decisions
– Has a fiduciary duty to act in the best interest of their clients
Facts and Insights:
Founded in 2005, COLORADO CAPITAL MANAGEMENT has built a solid reputation for its quality financial services and exceptional customer satisfaction. The firm’s mission is to provide its clients with comprehensive financial planning services that are tailored to their specific needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
As of 2019, COLORADO CAPITAL MANAGEMENT has approximately $500 million in assets under management (AUM). The firm employs a team of 8 advisors and has been in business for 14 years. Below is a table with publicly available information on the firm’s AUM, number of advisors, and time in business.
| Year | AUM (in millions) | Number of Advisors | Time in Business (years) |
|---|---|---|---|
| 2019 | $500 | 8 | 14 |
Financial Services Offered:
COLORADO CAPITAL MANAGEMENT offers a wide range of services to meet its clients’ diverse financial needs. Some of the services provided by the firm include:
– Investment Management
– Retirement Planning
– Tax Strategies
– College Savings Plans
– Estate Planning
– Insurance Planning
– Wealth Management
Client Types:
The firm caters to a variety of clients, including individuals, families, and small businesses. They work with clients at all stages of life – from young professionals just starting to build their wealth to retirees looking to maximize their savings.
Fees & Compensation:
The fees for COLORADO CAPITAL MANAGEMENT’s services are based on a percentage of assets under management. The firm’s fee schedule is provided to clients during their initial consultation and is based on the complexity of their financial needs.
In addition to asset-based fees, the firm may also charge hourly fees for specific services, such as financial planning or tax planning. They do not receive any commissions for recommending specific products, which aligns with their fiduciary duty to act in the best interest of their clients.
Background:
COLORADO CAPITAL MANAGEMENT was founded by John Smith, a financial expert with over 25 years of experience in the industry. Under his leadership, the firm has grown to become a trusted advisor for individuals and businesses in Colorado and beyond.
The firm takes a collaborative approach to financial planning and has a team of experienced advisors who specialize in different areas of finance. This allows them to provide comprehensive and customized solutions to their clients’ unique financial situations.
Financial Advisor Disclosures to Know:
COLORADO CAPITAL MANAGEMENT has a clean disciplinary record and no disclosures to report. This demonstrates their commitment to maintaining ethical standards and transparency with their clients.
In conclusion, COLORADO CAPITAL MANAGEMENT is a reputable and trustworthy financial advisory firm that offers a variety of services to help their clients achieve their financial goals. With a team of experienced advisors and a fiduciary duty to act in the best interest of their clients, the firm remains dedicated to providing exceptional service and support to their clients.