Alpine Financial Advisers is a registered investment advisor owned and operated by Glenn R. Edwards in Golden, Colorado. The firm offers comprehensive financial planning and investment portfolio management for individuals, families, retirement accounts, and business owners. Alpine Financial Advisers uses a structured six-step planning process that covers retirement planning, education funding, tax strategies, estate planning, major purchases, insurance needs, and end-of-life planning. Portfolios are built using globally diversified asset classes, primarily mutual funds and exchange-traded funds, with a tactical approach to manage risk and adjust allocations based on market conditions. Clients grant the firm the authority to make trades without asking first, and accounts are custodied with Altruist Financial.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. Financial planning is included at no additional cost for investment management clients.