Morgan Atwell is a registered investment advisor at Cherry Creek Family Offices, based in Denver, CO, with 1 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 26 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Cherry Creek Family Offices charges a flat fixed, all-inclusive fee that is negotiable based on the amount, composition, and complexity of assets in your account, along with the complexity and requirements of family back-office support. The fee is billed in advance on a quarterly calendar basis. There is a $50,000,000 minimum requirement to be a client through the creation of a managed account.
Location
210 University Blvd, Suite 650, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cherry Creek Family Offices
Previous Registrations
Kkr Capital Markets LLCBroker
State Registrations6 states
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