Diedre Braverman is a CFP-designated registered investment advisor at Braverman Wealth Advisors, LLC, based in Boulder, CO, with 5 years of industry experience. Diedre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2 clients with $6.5M 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 $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Location
507 Canyon Blvd, Ste 203, Boulder, CO, 80302
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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
Diedre is a member and attorney at Braverman Law Group, LLC, a law firm specializing in wills, trusts, and estate planning. She dedicates about a quarter of her time to this firm, with 60% of that time occurring during securities trading hours.
Employment History
Current Registrations
Braverman Wealth Advisors, LLC
Previous Registrations
Braverman Wealth Advisors, 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.