EA
CFP
EA
CFP

Elliott Rose Alexander

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
251 clients
Average Client Portfolio
$14.1M average
Assets Under Management
$3.5B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.55%
$10.0M - $25.0M0.45%
$25.0M - $50.0M0.35%
$50M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

210 University Blvd, Suite 220, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Matter Family Office
May 2025 - Present · 9 mos
Previous Registrations
Tolleson Private Wealth Management
February 2023 - March 2024 · 1 yr 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.