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Duane Webber

1 Year of Experience
Broomfield, CO

Duane Webber is a registered investment advisor at Terranorth Investment Management LLC, based in Broomfield, CO, with 1 years of industry experience. Duane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$91K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on the type of client, the complexity of the client's situation, and the relationship of the client with the investment adviser representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Broomfield, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Duane is the President/Director of Blue Heron Commercial Group Inc., a commercial real estate company, and President of Litmus Blue, LLC (software), Litmus Blue Technology, LLC (technology), and Founding Fathers Entertainment, LLC. He also serves as a management advisor to Boston Valley Capital, LLC.

Employment History
Current Registrations
Terranorth Investment Management LLC
April 2024 - Present · 2 yrs 1 mo
State Registrations1 state
CO
Advisor

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.

Exams
No exam information available for this advisor.