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Glenn Edwards

17 Years of Experience
Golden, CO

Glenn Edwards is a registered investment advisor at Alpine Financial Advisers, LLC, based in Golden, CO, with 17 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 6 clients with $2.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$367K average
Assets Under Management
$2.2M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable.

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

Golden, 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
Alpine Financial Advisers, LLC
July 2008 - Present · 17 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.