Living Room Wealth Management is a registered investment advisor founded in 1986 and based in Fort Collins, Colorado. The firm offers comprehensive financial planning, discretionary portfolio management, and hourly advisory services to individuals, families, and trusts. Living Room Wealth Management operates as a legally required to act in your best interest firm that does not sell commissioned products or accept third-party referral fees. The firm specializes in a buy-and-hold investment strategy, utilizing low-cost index funds and exchange-traded funds alongside selected active managers to build diversified portfolios. Services cover cash flow management, college planning, employee benefits optimization, estate planning, insurance reviews, retirement planning, risk management, and tax planning strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $15.0M | 0.25% |
| $15M+ | 0.15% |
Fees are assessed on a blended tier basis and billed quarterly or monthly in advance.