Tina Ottersberg is a CFP-designated registered investment advisor at To Wealth, LLC, based in Boulder, CO, with 14 years of industry experience. Tina 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, High Net Worth, and 4 more. Their firm serves 25 clients with $43M 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 | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are negotiable at TO Wealth's discretion. Third-party manager fees are separate and in addition to TO Wealth’s fee and apply only to the portion of assets on which the third-party manager’s services are engaged. TO Wealth estimates third-party manager fees between 0.10% and 0.75%, however exceptions may apply. Minimum account sizes may apply for third-party management.
Fee Estimator
Location
Boulder, CO
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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
To Wealth, LLC
Previous Registrations
Bsw Wealth Partners
State Registrations1 state
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