Bo Pihl is a CFA, CFP-designated registered investment advisor at Orographic Financial Advisors, based in Avon, CO, with 23 years of industry experience. Bo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 111 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual advisory fee is 1.00% with a minimum annual advisory fee of $2,500. However, some clients are on a lower fee schedule or waived minimum fee based on individual client circumstances.
Fee Estimator
Location
Avon, CO
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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 →Employment History
Current Registrations
Orographic Financial Advisors
Previous Registrations
Ntb Advisors, a Division of Ntb Financial Corporation
Ntb Financial CorporationBroker
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.