Catherine Teichert is a registered investment advisor at Forty North Wealth, based in Glendale, CO, with 5 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 534 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forty North Wealth charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.75%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived at Forty North's discretion. Managed legacy positions are included within the standard investment management fee.
Location
650 South Cherry Street,, Suite 840, Glendale, CO, 80246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Forty North Wealth
Previous Registrations
Frontier Asset Management, LLC
State Registrations1 state
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