Heather Holtzinger is a CFP-designated registered investment advisor at Rosecap Investment Advisors, LLC, based in Denver, CO, with 12 years of industry experience. Heather 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 661 clients with $440M 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 $50K | 2.00% |
| $50K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $7.5M | 0.65% |
| $7.5M+ | 0.30% |
This fee schedule is for RPCM clients. The fee rate for RIS clients is 0.93% for all accounts. All investment advisory fees are negotiable and RoseCap may discount fees at its sole discretion. Clients may be grandfathered into a fee schedule.
Fee Estimator
Location
Denver, CO
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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
Heather is winding down Grandview Capital dba Grandview Investment Advisors.
Employment History
Current Registrations
Rosecap Investment Advisors, LLC
Previous Registrations
Rosecap Investment Advisors, LLC
Grandview Investment Advisors, LLC
State Registrations2 states
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.