Tammi Ellis is a registered investment advisor at Forty North Wealth, based in Glendale, CO, with 2 years of industry experience. Tammi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 534 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forty North Wealth charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.75%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived at Forty North's discretion. Managed legacy positions are included within the standard investment management fee.
Location
Glendale, CO
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 →Other Business Activities
Tammi works as a compliance consultant for Integrated Compliance Advisors, LTD since August 2023. This activity, which is not investment related, takes about 10-20% of her time, including time during securities trading hours.
Employment History
Current Registrations
Forty North Wealth
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.