James Brost is a CFP-designated registered investment advisor at Intelligent Investment Management,llp, based in Durango, CO, with 17 years of industry experience. James 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 5 more. Their firm serves 105 clients with $97M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees charged to not-for-profit organizations and related parties may be at reduced rates from our standard fee schedule. Minimum annual fee of $2,000.
Fee Estimator
Location
150 East 9th St, Ste 333, Durango, CO, 81301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Intelligent Investment Management,llp
State Registrations1 state
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