Mountain Capital Investment Advisors offers wealth management services, which include comprehensive financial planning paired with discretionary investment management. Mountain Capital builds personalized portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, tailored to each client's specific goals, time horizon, and risk tolerance. The firm primarily follows a long-term investment strategy using fundamental and technical analysis. In addition to investment management, Mountain Capital provides financial planning touching on areas such as retirement, education savings, and personal savings. Mountain Capital serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm is owned by Brandt Burns, Michelle Burns, and Isaia Casas, and is operated out of Westminster, Colorado.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fees are negotiable at the sole discretion of the Advisor for amounts above $1,500,000.