Financially Speaking INC
Assets Under Management
$157.4M
Number of Clients
293
Number of Advisors
1
Avg. Portfolio per Client
$537K
Avg. Managed per Advisor
$157.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Financially Speaking, Inc. provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. Services include retirement planning, investment management, education planning, estate planning, tax planning, insurance evaluation, succession/transition planning, and compensation strategies. The firm builds trusting relationships with clients to understand their goals, needs, and risk tolerance, tailoring financial plans and actively managing portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be re-negotiated in the future depending on scope of services rendered and portfolio value.
Fee Estimator
Areas of Practice
Location
5889 Greenwood Plaza Blvd, Suite 400, Greenwood Village, CO, 80111