Matthew Dupree is a CFA-designated registered investment advisor at Branzan Investment Advisors, INC., based in Denver, CO, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Branzan Investment Advisors charges a fee based on the value of your portfolio. The maximum annual fee is 1.50%. There is a $5,000,000 minimum to open an account, but Branzan may waive this. The fee is calculated each quarter based on the value of your investments at the end of the previous quarter.
Location
90 Madison St., Ste 303, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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