Assets Under Management
$28.8M
Number of Clients
102
Number of Advisors
3
Average Client AUM
$283K
AUM per Advisor
$9.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Private Client Wealth Advisors, LLC offers investment advice, financial planning, pension consulting, and insurance services. They focus on building portfolios to meet client needs and developing financial plans to build and preserve wealth. They manage assets on a discretionary basis and are an ERISA fiduciary.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.00% |
| $250K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
Fees negotiable for accounts over $2,500,001.
1040 South Gaylord Street, Suite 12, Denver, CO, 80209