Dennis Channer
Dennis Channer is a CFP-designated registered investment advisor at Cornerstone Investment Advisors, LLC, based in Boulder, CO, with 25 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 122 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $4.0M | 1.20% |
| $4.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Table shows maximum annual management fees. Supervisory fees are lower (up to 0.90% for the first tier). All fees are negotiable.
Fee Estimator
Location
1790 38th Street, Suite 207, Boulder, CO, 80301
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 →Other Business Activities
Dennis is a member of The Private Trust Consortium, LLC, providing fiduciary support services. He dedicates minimal time to this activity, including during securities trading hours.
Employment History
Current Registrations
Cornerstone Investment Advisors, LLC
Previous Registrations
Channer/rauhauser, LLC
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.
Exams
More Advisors
- David Darmour, CFA, CFPCornerstone Investment Advisors, LLC
- Jimmy Burton, CFPBusiness Financial Strategies, LTD.
- Anthony Ferrara, CFPEdelman Financial Engines
- Meera Meyer, CFPFull Body Finance
- Jason Black, CFPColorado Capital Management
- Tami Carroll, CFPSequoia Financial Group, L.L.C.