Lesley Shiffrin is a CFP-designated registered investment advisor at Orographic Financial Advisors, based in Denver, CO, with 40 years of industry experience. Lesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 111 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual advisory fee is 1.00% with a minimum annual advisory fee of $2,500. However, some clients are on a lower fee schedule or waived minimum fee based on individual client circumstances.
Fee Estimator
Location
Denver, CO
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Orographic Financial Advisors
Previous Registrations
Ntb Advisors, a Division of Ntb Financial Corporation
Ntb Financial CorporationBroker
Owen-Joseph Securities, INC.Broker
C. M. Blair, W. O. Foster & CO., INC.Broker
Omnivest, INC.Broker
Planner's Independent Management, INC.Broker
Korn, Womack, Stern and Associates, INC.Broker
Value Equities CorporationBroker
State Registrations1 state
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.