Lily Beitel-Horton is a CFP-designated registered investment advisor at Bsw Wealth Partners, based in Boulder, CO, with 11 years of industry experience. Lily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 440 clients with $2B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For Wealth Management and Private Clients. Family Office clients pay 0.65% on the first $10M, 0.35% on the next $40M, and 0.15% over $50M. Institutional clients typically pay 0.50% on the first $50M and 0.35% thereafter. Clients engaging BSW for visionary impact investing (also referred to as a Custom Impact Mandate) typically pay a fixed fee of $12,500 per quarter plus an asset-based fee at the annual rate of 1.00% on the total value of the portfolio; upon completion of the mandate commitment period, clients pay an asset-based fee at the annual rate of 1.00% on the total value of the custom impact portfolio. All fees are subject to negotiation.
Fee Estimator
Location
2300 Broadway Street, Boulder, CO, 80304
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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
Bsw Wealth Partners
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Barclays Capital INC.
Barclays Capital INC.Broker
State Registrations2 states
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