Wealth Management Consultants manages investment portfolios primarily using no-load mutual funds and exchange-traded funds, and provides traditional financial planning services such as estate planning, tax planning, cash flow planning, and debt management. Stephen Parsons owns and operates the registered investment advisor located in Castle Pines, Colorado. The firm builds diversified portfolios tailored to individual goals and long-term targets, offering discretion over trading while accommodating client restrictions. In addition to investment management, the firm provides periodic reviews and reporting.
Assets Under Management$99M
Clients19
Advisors1
Avg. per Client$5.2M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable based on individual client circumstances. Family members may receive services at no charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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