Ethan Braid is a CFA-designated registered investment advisor at Highpass Asset Management LLC, based in Denver, CO, with 24 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 85 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HighPass Asset Management (HPAM) manages investments for an annual fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.65% to 1.50%, depending on the amount of assets managed, the complexity of the project, and the scope of services. The fee is charged quarterly, in advance.
Location
4600 S. Syracuse St., Ste 900, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Highpass Asset Management LLC
Previous Registrations
UBS Financial Services INC.
Morgan Stanley
State Registrations3 states
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