COMPREHENSIVE FINANCIAL PLANNING
Your comprehensive financial plan is the first and most crucial step in the work we do together. Upon joining DWM, all advisory clients will work with one of our professional financial advisors to create a customized plan reflecting your age, short-, medium, and long-term goals, risk tolerance, and current financial situation. Comprehensive financial plans are updated annually.
If you do not plan to join DWM as an advisory client, our team can work with you to draft a one-time comprehensive financial plan.
Fee (for non-DWM advisory clientele): $1,500 - $10,000
$1 – $100,000
Every investing journey starts somewhere, and we hope you will choose to begin with Denver Wealth Management. Upon beginning with DWM, we will meet with you one-on-one to determine your current situation, lifestyle, and goals. A Denver-based advisor will draft a financial plan tailored to your needs, offer zero-minimum portfolio management, and provide investment advice via phone or email.
As an educational focused firm, you can expect our team to work with you and guide you through the complexities of wealth accumulation and preservation. You will receive invites to fun events and free educational workshops.
Fee: 1.50%
$100,000 – $500,000
You will have a dedicated, Denver-based advisor in addition to lower fees, annual comprehensive financial planning, and tailored investment advice. Schedule meetings as needed to best address your future and feel most confident on your journey toward financial independence.
Fee ($100,000 to $250,000): 1.30%
Fee ($250,000 to $500,000): 1.20%
$500,000 – $2,000,000
You are well on your way toward the future that you envision—we would love the opportunity to help you navigate. You can expect a dedicated wealth manager and Certified Financial Planner (CFP)® who will help you address the specific tax, investment, and estate planning intricacies that come with wealth accumulation and preservation.
You will also receive exclusive invitations to exciting, social events throughout the year.
Fee ($500,000 to $1,000,000): 1.10%
Fee ($1,000,000 to $2,000,000): 1.00%
$2,000,000+
As your net worth increases, so do the complexities regarding long-term financial planning, foundational tax preparation, estate planning, potential insurance needs depending on your specific situation.
Clients with a liquid net worth above $2,000,000 qualify for our Private Client Group, which provides a higher level of expertise in investment-, financial-, tax-, insurance-, and estate planning. You will have a Denver-based financial advisor with vast industry experience and qualifications to help address your unique financial requirements.
Fee: ≤ 0.95%
$10,000,000+
With an accumulated 30+ years of industry experience, our team can provide the knowledge and qualifications necessary to address high net-worth individuals' specificities.
Private Client Group members can expect a dedicated advisor who is qualified to give investment advice, design a comprehensive financial plan tailored to high net-worth complexities, offer insurance assistance, and address long-term tax preparation. With a Certified Investment Management Analyst (CIMA) ®, and Certified Financial Planner (CFP) ® on staff, our team is equipped with the investment-, tax-, financial-, estate-, and insurance-planning tools necessary to address your long-term needs.
Fee: ≤ 0.65%
Disclosures: All investing includes risk including the possible loss of principal. No strategy assures success or protects against loss.
This information is not intended to be a substitute for individualized tax or legal advice. We suggest that you discuss your specific situation with your tax or legal advisor.
