Christopher Kolker is a CFP-designated registered investment advisor at Triumph Capital Management, based in Denver, CO, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $250K | 0.85% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Rates reflect the Triumph Turnkey Asset Management Program typical tiered schedule. Maximum firm-wide annual fee is up to 3.00%. Charles Schwab accounts have a $180 annual minimum fee which may be waived.
Fee Estimator
Location
1610 Wynkoop Street, Suite 550, Denver, CO, 80202
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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
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 Investment Advisors, INC.
AXA 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.
Exams
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