Makenna Herbert is a registered investment advisor at Ghp Investment Advisors INC, based in Denver, CO, with 1 years of industry experience. Makenna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,234 clients with $3.1B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Schedule reflects equity assets under management. Fixed income assets are charged a standard rate of 0.50% per year. Fees are negotiable.
Fee Estimator
Location
1290 Broadway, Suite 1100, Denver, CO, 80203
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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 →Employment History
Current Registrations
Ghp Investment Advisors INC
Previous Registrations
Charles Schwab & CO., INC.Broker
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.
Exams
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