Amy Boyd is a CFA, CFP-designated registered investment advisor at Ventana Private Wealth LLC, based in Denver, CO, with 14 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 33 clients with $160M 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 $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable. Minimum relationship assets under management is $3,000,000, subject to firm discretion.
Fee Estimator
Location
250 Fillmore Street, Suite 150, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ventana Private Wealth LLC
Previous Registrations
Private Capital Management, LLC
Wagner Wealth Management, LLC
State Registrations1 state
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