John Colver is a registered investment advisor at Colver Asset Management, LLC, based in Aspen, CO, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $24M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fees are negotiable. No fees are charged on cash balances.
Fee Estimator
Location
Aspen, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Colver Asset Management, LLC
State Registrations1 state
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