Emily Lucero is a CFP-designated registered investment advisor at Colorado Capital Management, based in Boulder, CO, with 4 years of industry experience. Emily 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 241 clients with $640M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.35% |
Some legacy clients may be charged under a different fee schedule. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by CCM and the client.
Fee Estimator
Location
4430 Arapahoe Avenue, Suite 120, Boulder, CO, 80303-1100
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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
Emily volunteers at the Longmont Community Foundation, a non-investment related activity. She spends minimal time on this activity and receives no compensation.
Employment History
Current Registrations
Colorado Capital Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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