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Robert Spicer is a registered investment advisor at Lift Asset Management, based in Englewood, CO, with 34 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $35M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
23 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$35.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
13000 E Control Tower Road, Suite B, Englewood, CO, 80112
Get directionsHistory
Regulatory History (1)
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Financial
August 2016Final
Employment History
Current Registrations
Lift Asset Management
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Edward Jones
December 2020 - September 2024 · 3 yrs 9 mos
Edward JonesBroker
December 2020 - September 2024 · 3 yrs 9 mos
First Financial Equity Corporation
January 2019 - January 2021 · 2 yrs
First Financial Equity Corporation
November 2018 - December 2018 · 1 mo
Vista Private Wealth Partners LLC
May 2014 - December 2018 · 4 yrs 7 mos
First Financial Equity CorporationBroker
September 2006 - January 2021 · 14 yrs 4 mos
First Financial Equity Corporation
September 2006 - October 2017 · 11 yrs 1 mo
Morgan Stanley
January 1999 - June 2006 · 7 yrs 5 mos
Morgan Stanley Dw INC.Broker
February 1992 - June 2006 · 14 yrs 4 mos
Cohig & Associates, INC.Broker
September 1991 - January 1992 · 4 mos
State Registrations2 states
COTX
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.