Troy Hamsher
Troy Hamsher is a registered investment advisor at Hamsher Wealth Management, LLC, based in Greenwood Village, CO, with 11 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 64 clients with $9.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hamsher Wealth Management offers investment management through third-party money managers like Gradient Investments. The fees for these services are a percentage of your portfolio and are negotiable. Hamsher Wealth Management receives a portion of the fee charged by Gradient Investments. Here are the annual fees for different portfolio types:
- Strategic Portfolios: 2.00% (1.00% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Tactical Portfolios: 1.80% (0.80% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Allocation & Defined Outcome Portfolios: 1.70% (0.70% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Preservation Portfolios: 1.00% (0.40% to Gradient Investments, 0.60% to Hamsher Wealth Management)
- Private Wealth Portfolios: 1.50% (0.50% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Client Directed Accounts: $300 to Gradient Investments, $0 to Hamsher Wealth Management
Location
7100 E. Belleview Ave, Suite 210, Greenwood Village, CO, 80111
Get directionsHistory
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 ActivitiesSells Insurance
Troy is the President/Agent at The Hamsher Group, Inc. since 2002, focusing on insurance and annuity sales, which takes nearly full-time. Troy also hosts a general insurance-based advertising show on KRWZ 950 AM, dedicating a few hours per week.
Employment History
Current Registrations
Hamsher Wealth Management, LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations3 states
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.