Chris Rebich is a registered investment advisor at Toro West Capital Advisors, based in Louisville, CO, with 9 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 24 clients with $210M 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 $10.0M | 0.95% |
| $10.0M - $30.0M | 0.85% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.65% |
Minimum annual fee is $25,000. One time startup fee is $15,000. Toro West reserves the right to lower or eliminate the minimum annual fee and/or waive part or all of our one-time start-up fee. These decisions will be made at Toro West’s discretion, depending on the individual circumstances of each case.
Fee Estimator
Location
357 Mccaslin Blvd., Suite 200, Louisville, CO, 80027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chris works for O'Connor Development, a commercial real estate company, handling tenant relations, property manager oversight, and some leasing. This takes about full-time hours.
Employment History
Current Registrations
Toro West Capital Advisors
Previous Registrations
Aveo Capital Partners, LLC
Crestone Asset Management LLC
State Registrations1 state
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