Matthew Dupree is a CFA-designated registered investment advisor at Branzan Investment Advisors, INC., based in Denver, CO, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 3 clients with $110M 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 annual fee is 1.50%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
90 Madison St., Ste 303, Denver, CO, 80206
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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.
Learn about disclosures →Other Business Activities
Matthew consults on managerial accounting matters for a privately held software company on an hourly basis. He may also consult with financial industry firms, but currently has no regular contracts with them.
Employment History
Current Registrations
Branzan Investment Advisors, INC.
Denver Pwm, LLC
Previous Registrations
Hilltop Investment Advisors, INC.
Hilltop Investment Advisors, INC.
Wealth Management Consultants INC
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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