Nicholas Lenssen is a registered investment advisor at Bear Peak Financial, LLC, based in Boulder, CO, with 8 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 12 clients with $3.7M 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 $250K | 1.65% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
Boulder, CO
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 Activities
Nicholas is the Principal of Bear Peaking Energy Consulting (dba NKL Energy Consulting), providing independent consulting services on disruptive and renewable energy technologies since 2015. He spends about 10-20% of his time on this activity, but expects this to decrease as his work for Bear Peak Financial, LLC increases.
Employment History
Current Registrations
Bear Peak Financial, 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.