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Gregg Denhoffer

17 Years of Experience
Parker, CO
2 Disclosures

Gregg Denhoffer is a registered investment advisor at Conexus Capital Management, LLC, based in Parker, CO, with 17 years of industry experience. Gregg 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 26 clients with $61M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
26 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$60.6M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.20%
$5.0M - $10.0M1.00%
$10M+0.65%

Fees may be negotiable. Firm also offers fixed annual fees ranging from $20,000 to $100,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10940 S. Parker Road #702, Parker, CO, 80134

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History

Regulatory History (2)
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Customer Dispute
November 2009
Settled
Customer Dispute
November 2009
Denied
Other Business Activities

Gregg is a board member for the non-profit organization mylifeline.org, a non-investment related activity. He spends minimal time on this activity and receives no compensation.

Employment History
Current Registrations
Conexus Capital Management, LLC
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - March 2009 · 2 yrs 5 mos
Banc of America Investment Services, INC.
December 2002 - October 2006 · 3 yrs 10 mos
Northern Trust Securities, INC
August 2001 - December 2002 · 1 yr 4 mos
State Registrations2 states
COFL
Advisor

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.

Exams
No exam information available for this advisor.