Rachael Junge is a registered investment advisor at Altitude Wealth Management, LLC, based in Denver, CO. Rachael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 496 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altitude Wealth Management refers clients to Gradient Investments, LLC (GI), a third-party money manager. GI offers various actively managed portfolios, and the fees are a percentage of your portfolio. Altitude receives a portion of GI's fees. Here's a breakdown of the annual fees:
- Strategic Portfolios: 1.70% (GI: 0.70%, Altitude: 1.00%)
- Tactical Portfolios: 1.65% (GI: 0.65%, Altitude: 1.00%)
- Allocation & Defined Outcome Portfolios: 1.55% (GI: 0.55%, Altitude: 1.00%)
- Preservation Portfolios: 1.00% (GI: 0.40%, Altitude: 0.60%)
- Client Directed Accounts: $300 (GI: $300, Altitude: $0)
These fees are negotiable and assessed quarterly based on the value of your portfolio at the end of the quarter. GI deducts the fees directly from your account with your written authorization.
Location
1777 S. Harrison St., #101-B, Denver, CO, 80210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Altitude Wealth Management, LLC
State Registrations1 state
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