Assets Under Management
$586.8M
Number of Clients
620
Number of Advisors
N/A
Average Client AUM
$946K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Wambolt & Associates offers asset management, comprehensive wealth management (including collaborative tax planning), and standalone financial planning & consulting services. They may utilize third-party money managers. The firm aims to help clients meet their financial goals while being sensitive to risk tolerance and time horizons.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.98% |
| $100K - $500K | 1.62% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.96% |
| $2.0M - $3.5M | 0.72% |
| $3.5M - $5.0M | 0.66% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.48% |
Fees are negotiable. Householding of accounts among close family members is allowed for billing purposes.
13976 W. Bowles Avenue, Ste. 200, Littleton, CO, 80127