Roy Hucke is a registered investment advisor at Credentialed Wealth Advisors, LLC, based in Johnstown, CO, with 16 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 302 clients with $140M 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 $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Assisted Investing fee schedule. Custom Investing fees are higher. Certain legacy clients pay 0.25% annually. Fees may be negotiable.
Fee Estimator
Location
3 South Parish Avenue, Johnstown, CO, 80534
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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 →Other Business Activities
Roy is the sole owner of Pluto Holdings, LLC, a holding company for real estate assets, since October 2023. He spends minimal time on this activity.
Employment History
Current Registrations
Credentialed Wealth Advisors, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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