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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 336 clients with $550M 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% |
Maximum investment advisory fee is 1.5%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon.
Fee Estimator
Location
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO, 80222
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
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.