Brian Dow is a registered investment advisor at Cimarron Wealth Management, INC., based in Rifle, CO, with 11 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 572 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $2.5M - $50.0M | 0.70% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.70% |
Fees are charged at a single tier rate applied to all assets rather than a blended rate. Fees are negotiable based on the representative, client type, and complexity. Maximum annual flat fee of $30,000 is also available.
Fee Estimator
Location
707 Wapiti Ave., Suite 203A, Rifle, CO, 81650
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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 →Other Business Activities
Brian is a Planning and Zoning Commissioner, a Jail Ministry Leader, and provides investment advisory services through Advisors' Pride and Gateway Wealth Partners. He is also the Head of School at Liberty Classical Academy DBA Garden School and has a business entity for tax/investment purposes only, dedicating nearly full-time hours to each of these activities.
Employment History
Current Registrations
Cimarron Wealth Management, INC.
Gateway Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
Edward Jones
Edward JonesBroker
State Registrations13 states
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