Areas of Practice
Alternative InvestmentsCharitable GivingCorporate ExecutivesEducation PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
66 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$81.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee unless the client instructs otherwise.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
19501 East Mainstreet Ave., Suite 200, Parker, CO, 80138
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Kristopher is involved with Cogent Tax Strategies LLC, facilitating tax return preparation. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Cogent Independent Advisors, INC.
May 2012 - Present · 13 yrs 10 mos
Previous Registrations
Metlife Securities INC.
November 2010 - May 2012 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2010 · 1 yr 1 mo
Banc of America Investment Services, INC.
October 2006 - October 2009 · 3 yrs
Fsc Securities Corporation
October 2005 - November 2006 · 1 yr 1 mo
State Registrations3 states
CACOFL
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.