Ryan Collopy is a registered investment advisor at Obermeyer Wealth Partners, based in Avon, CO, with 1 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,157 clients with $3B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Obermeyer Wealth Partners prefers a $2 million account minimum, but fees and minimums are occasionally negotiable based on various criteria.
Fee Estimator
Location
137 Benchmark Road, Ste. C103-B1, Avon, CO, 81620
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 →Employment History
Current Registrations
Obermeyer Wealth Partners
Previous Registrations
MML Investors Services, LLCBroker
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
More Advisors
- Leo Kraunelis, CFAAspen Grove Capital, LLC
- Jason Rosener, CFPApollon Wealth Management, LLC
- Nicole Geraci, CFPCreekmur Asset Management, LLC
- Jesse Poznikowich, CFAAspen Grove Capital, LLC
- Bo Pihl, CFA, CFPOrographic Financial Advisors
- Grace Wellwerts, CFPCreekmur Asset Management, LLC