James Elliott is a CFA-designated registered investment advisor at Alpine Crest Private Wealth LLC, based in Denver, CO, with 9 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $30.0M | 0.55% |
| $30M+ | 0.45% |
Fees are negotiable based on asset size, complexity, and scope of services. Household accounts may be aggregated.
Fee Estimator
Location
Denver, CO
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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 →Employment History
Current Registrations
Alpine Crest Private Wealth LLC
Previous Registrations
Aspen Grove Capital, LLC
State Registrations1 state
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.
Exams
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