Jaimee Carnes is a CFP-designated registered investment advisor at Elderado Financial, INC, based in Montrose, CO, with 13 years of industry experience. Jaimee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 413 clients with $240M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees may be negotiated per advisor discretion. Subject to a $250 monthly minimum per household. Accounts of $20,000,000 and up are negotiable.
Fee Estimator
Location
1030 S. Townsend Ave, Suite A, Montrose, CO, 81401
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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 →Employment History
Current Registrations
Elderado Financial, INC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations1 state
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
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