5280 Associates is a registered investment advisor based in Denver, Colorado, offering personalized financial planning and investment management services. The registered investment advisor works with individuals, high-net-worth clients, trusts, foundations, and charitable organizations. Using a goals-based and risk-based approach, 5280 Associates creates tailored portfolios utilizing mutual funds, exchange-traded funds, individual equities, bonds, real estate investment trusts, options, and alternative investments. The registered investment advisor also provides comprehensive financial planning covering retirement, education, estate, cash flow, taxes, and insurance needs. Clients retain the flexibility to implement recommendations through 5280 Associates or another provider of their choice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
The percentage for the highest range achieved applies to all managed assets. Fees are negotiable based on relationship size, complexity, and time commitments.