Stelianos Elenis is a CFA-designated registered investment advisor at Highpass Asset Management LLC, based in Denver, CO, with 8 years of industry experience. Stelianos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 85 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HighPass Asset Management (HPAM) manages investments for an annual fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.65% to 1.50%, depending on the amount of assets managed, the complexity of the project, and the scope of services. The fee is charged quarterly, in advance.
Location
4600 S. Syracuse St., Ste 900, Denver, CO, 80237
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
Stelianos is a Certified Public Accountant and prepares tax returns for family members since 2008. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Highpass Asset Management 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.