Branden Bunch is a ChFC-designated registered investment advisor at Invst, LLC, based in Boulder, CO, with 8 years of industry experience. Branden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 2,301 clients with $1.6B 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 | 1.50% |
Annual investment management fees vary between 0.10% and 1.50% depending on portfolio size and composition. Fees are negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
Boulder, CO
Get directionsHistory
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
Invst, LLC
Previous Registrations
Invst, LLC
Park Avenue Securities 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
More Advisors
- Anthony Ferrara, CFPEdelman Financial Engines
- Joshua Groetken, ChFCNorthwestern Mutual Investment Services,llc
- Tami Carroll, CFPSequoia Financial Group, L.L.C.
- John Carlson, CFAEpic Investment Management
- Jason Black, CFPColorado Capital Management
- Barbara Lommen, CFPLido