Lara Herron is a registered investment advisor at New Frontier Wealth Management, based in Englewood, CO. Lara 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, Retirement Planning, and 1 more. Their firm serves 28 clients with $24M 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 $750K | 1.25% |
| $750K - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
9800 Pyramid Court, Suite 400, Englewood, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
New Frontier Wealth Management
State Registrations2 states
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