Colorado Wealth Group LLC
Assets Under Management
$235.3M
Number of Clients
348
Number of Advisors
5
Avg. Portfolio per Client
$676K
Avg. Managed per Advisor
$47.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Colorado Wealth Group (CWG) helps clients build, manage, and protect their wealth. CWG offers investment management, financial planning, and retirement plan services. Investment management is offered on a discretionary or non-discretionary basis, allocating client assets among stocks, bonds, ETFs, and mutual funds. Financial planning addresses estate, tax, charitable, cash flow, and wealth transfer objectives. CWG also provides consulting services on specific topics like divorce planning and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.50% |
| $8M+ | 0.30% |
Money Market assets are charged at a 0.50% annual rate. Fees may be negotiable.
Fee Estimator
Areas of Practice
Location
1345 S. Broadway, Denver, CO, 80210