MH
MH

Markham Hawkins

14 Years of Experience
Highlands Ranch, CO

Markham Hawkins is a registered investment advisor at Quotient Wealth Partners, LLC, based in Highlands Ranch, CO, with 14 years of industry experience. Markham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,901 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,901 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$3.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.35%
$500K - $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.55%

For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), QWP can negotiate a fee rate that differs from the range set forth above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8744 Kendrick Castillo Way, Suite 500, Highlands Ranch, CO, 80129

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History

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.

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Employment History
Current Registrations
Quotient Wealth Partners, LLC
September 2023 - Present · 3 yrs
Previous Registrations
Goldman Sachs & CO. LLCBroker
September 2020 - October 2023 · 3 yrs 1 mo
Mercer Allied Company, L.P.Broker
September 2020 - October 2023 · 3 yrs 1 mo
Cetera Advisor Networks LLCBroker
November 2017 - August 2020 · 2 yrs 9 mos
Goldman Sachs Personal Financial Management
December 2012 - October 2023 · 10 yrs 10 mos
Girard Securities, INC.Broker
October 2011 - November 2017 · 6 yrs 1 mo
LPL Financial LLCBroker
May 2011 - November 2011 · 6 mos
State Registrations1 state
CO
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.