Brooks Rarden is a CFA-designated registered investment advisor at Gilpin Wealth Management LLC, based in Denver, CO, with 2 years of industry experience. Brooks operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 190 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
The annual management fee is negotiable.
Fee Estimator
Location
50 South Steele Street, Suite 501, Denver, CO, 80209
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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
Brooks is the owner and managing member of Desert Mountain Wealth Management LLC, a consulting business, since April 2023. Brooks spends minimal time on this activity and receives advisory consulting compensation.
Employment History
Current Registrations
Gilpin Wealth Management LLC
Previous Registrations
Corex Portfolios, LLC
State Registrations1 state
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