Financially Speaking provides personalized investment management and financial planning services to individuals, families, and business owners. Founded in 1991 and based in Greenwood Village, Colorado, Financially Speaking helps clients navigate retirement planning, education funding, estate planning, tax strategies, and business succession. Financially Speaking builds customized investment portfolios using a dynamic asset allocation approach and monitors them daily. Financial planning services are included at no extra cost for clients who have investments managed by Financially Speaking.
Assets Under Management$160M
Clients295
Advisors1
Avg. per Client$560K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be renegotiated depending on the scope of services and portfolio value.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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