Lindsay Whiddon is a registered investment advisor at 56 Capital Partners, LTD, based in Colorado Springs, CO. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 262 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
56 Capital Partners charges an annual fee of up to 2.0% of the value of your portfolio. This fee is negotiable and depends on factors like the amount of assets managed and the services provided. Fees are billed quarterly in arrears, and you can choose to have the fees calculated by 56 CP or the custodian. You can cancel the investment management agreement within five business days without penalty.
Location
1465 Kelly Johnson Blvd, Suite 200, Colorado Springs, CO, 80920
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
56 Capital Partners, LTD
State Registrations1 state
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Exams
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