Jeremy Shevlin is a CFP-designated registered investment advisor at Toro West Capital Advisors, based in Louisville, CO, with 21 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 21 clients with $250M 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 waive minimums and startup fees at its discretion.
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.
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
Toro West Capital Advisors
Previous Registrations
Aveo Capital Partners, LLC
Cresset Asset Management, LLC
Crestone Asset Management LLC
Crestone Asset Management LLC
Crestone Securities LLCBroker
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
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