Advanced Wealth Advice is a registered investment advisor based in Monument, Colorado, founded and operated solely by Ronald Bristol. The firm provides continuous investment management and financial planning services tailored to individual clients. Advanced Wealth Advice creates personalized asset allocation strategies and proprietary investment models using stocks, bonds, mutual funds, and exchange-traded funds, while operating as a fee-only firm. In addition to portfolio management, Advanced Wealth Advice offers standalone and bundled financial planning addressing retirement, cash flow, tax strategies, estate planning, insurance, college savings, and risk management. The firm also assists clients with insurance recommendations through a related business activity. Advanced Wealth Advice requires no minimum account size to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable and may vary by client.