Vincent Otterbein is a CFP-designated registered investment advisor at Colorado Capital Management, based in Sarasota, FL, with 6 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 241 clients with $640M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.35% |
Some legacy clients may be charged under a different fee schedule. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by CCM and the client.
Fee Estimator
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Colorado Capital Management
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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