Colorado Diversified Financial
Colorado Diversified Financial, operating under Thomas C. Basil, provides portfolio management and financial planning services. They offer various investment products, including stocks, bonds, mutual funds, and annuities. The firm specializes in income planning, particularly for individuals aged 65 and over, focusing on Medicare, Social Security, and income distribution strategies. They tailor portfolios to individual client needs based on risk tolerance and financial goals, discussing taxes, insurance, and estate planning.
Fee Structure
Colorado Diversified Financial charges a fee to manage your investment portfolio, ranging from 0.35% to 2.00% of the value of your portfolio annually. The exact percentage depends on the complexity of your situation and how actively you want to be involved in managing your investments. This fee is taken from your account either annually or quarterly. If you bring in assets that don't need to be actively managed, the firm may not charge a fee on that portion of your portfolio. The minimum charge for assets under management is 0.85%.