Christopher Kolker is a CFP-designated registered investment advisor at Triumph Capital Management, based in Denver, CO, with 26 years of industry experience. Christopher 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 2,239 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Triumph Capital Management (TCM) offers investment management services for a fee, which covers advisory and consulting services, trade execution, investment supervision, and account maintenance. The maximum annual investment advisory fee is 3.00%, but the specific fee is outlined in the investment advisory agreement and may vary based on factors like account size and complexity. TCM also charges a minimum fee of $180 annually for accounts held at Charles Schwab, though this fee may be waived or reduced. TCM also offers the Managed by TCM program at Security Benefit, with advisory fees ranging from 1.0% to 1.5%, depending on the Security Benefit option selected.
Location
1610 Wynkoop Street, Suite 550, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher operates Christopher Lee Financial - LLC as a DBA for his RIA. He also serves as a State Senator for Colorado, dedicating full-time hours to this activity from January to June.
Employment History
Current Registrations
Triumph Capital Management
Previous Registrations
Bay Colony Advisors
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Gwfs Equities, INC.Broker
Liberty Funds Distributor, INC.Broker
Sunamerica Securities, INC.Broker
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.