Assets Under Management
$1.3B
Number of Clients
1,476
Number of Advisors
16
Average Client AUM
$865K
AUM per Advisor
$79.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Townsend offers financial planning and asset management services. Financial planning covers investments, tax, risk management, and retirement. Asset management provides ongoing supervision of client accounts, allocating assets based on client objectives. A minimum of $500,000 is required for asset management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.89% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $40.0M | 0.73% |
| $40.0M - $80.0M | 0.68% |
| $80M+ | 0.68% |
Fees are negotiable.
2761 W. 120th Ave., Suite 200, Westminster, CO, 80234