Taylor Dennis is a CFP-designated registered investment advisor at Altius Financial, INC., based in Denver, CO, with 8 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 149 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altius Financial charges a fee for managing your investments, which includes advisory and consulting services, trade entry, investment supervision, and account maintenance. The fees are based on a percentage of the assets they manage for you. Altius Financial's maximum investment advisory fee is 2.0% annually, and they have a minimum account size of $500,000. The specific advisory fees are set forth in your Investment Advisory Agreement. In certain circumstances, their fees and the timing of the fees may be negotiated.
Location
1777 S. Harrison Street, Suite 810, Denver, CO, 80210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Altius Financial, INC.
State Registrations2 states
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