RT
CFP
RT
CFP

Robert Typher

27 Years of Experience
Highlands Ranch, CO
May Earn Commission

Robert Typher is a CFP-designated registered investment advisor at Alphamint Financial, based in Highlands Ranch, CO, with 27 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 45 clients with $36M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
45 clients
Average Client Portfolio
$800K average
Assets Under Management
$36.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Alphamint Financial offers investment management as part of its Full Wealth Management service. The annual fee is a percentage of the investments managed, billed quarterly. The percentage decreases as the amount invested increases. The fee also varies depending on the type of portfolio (aggressive, moderate, conservative, or income-focused). For clients using the Genesis Financial service, the "Quick-Start" service has a fee of 0.50% per year, billed quarterly.

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Location

Highlands Ranch, CO

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alphamint Financial
January 1999 - Present · 27 yrs 4 mos
State Registrations1 state
CO
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.
Robert Typher - Financial Advisor | TrueAdvisor