JH
JH

John Hercher

13 Years of Experience
Castle Pines, CO
May Earn Commission

John Hercher is a registered investment advisor at Platte West Wealth Management, LLC, based in Castle Pines, CO, with 13 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 28 clients with $25M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
28 clients
Average Client Portfolio
$910K average
Assets Under Management
$25.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Castle Pines, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Platte West Wealth Management, LLC
July 2012 - Present · 13 yrs 10 mos
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Hercher - Financial Advisor | TrueAdvisor