Harold Classick is a registered investment advisor at Denver Pwm, LLC, based in Denver, CO, with 14 years of industry experience. Harold 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, High Net Worth, and 4 more. Their firm serves 221 clients with $520M 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 | 1.50% |
The maximum investment management fee is 1.50%. Specific fees are set forth in your agreement and may vary based on account size, complexity, and activity.
Fee Estimator
Location
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO, 80222
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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.
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Harold is a practicing CPA and direct owner of Classick Financial Services, Inc., where he prepares tax returns. He spends nearly full-time providing these tax services and markets his services through Denver Private Wealth Management.
Employment History
Current Registrations
Denver Pwm, LLC
Previous Registrations
Gill Capital Partners
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
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