How firms in Colorado charge for their services, based on Form ADV disclosures.
Percentage of AUM459 firms · 42%
Subscription fees281 firms · 26%
Hourly charges207 firms · 19%
Performance-based fees75 firms · 7%
Other: RETAINER2 firms · 0%
Other: SEE SCHEDULE D - MISCELLANEOUS2 firms · 0%
Other: CONSULTING FEES2 firms · 0%
Other: PROJECT FEES, CONSULTING FEES2 firms · 0%
Other: FEES FROM PORTFOLIO COMPANIES1 firms · 0%
Other: FINANCIAL PLANNING SUBSCRIPTION FEES1 firms · 0%
Other: FLAT FEES FOR VALUATION OPINION SERVICES1 firms · 0%
Other: MANAGEMENT FEES (A PORTION OF EACH UNDERLYING DAF'S AUM)1 firms · 0%
Other: MANAGEMENT FEES, OPERATING EXPENSES, OVERHEAD1 firms · 0%
Other: MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE1 firms · 0%
Other: % OF CAPITAL COMMITTED1 firms · 0%
Other: ORIGINATION, ASSET MANAGEMENT AND SERVICING FEES1 firms · 0%
Other: PERCENTAGE OF ASSETS ON WHICH WE CONSULT1 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT1 firms · 0%
Other: PERCENTAGE OF CAPITAL COMMITMENTS1 firms · 0%
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS1 firms · 0%
Other: PLAN PREPARATION FEES1 firms · 0%
Other: PROJECT-BASED FEES1 firms · 0%
Other: PROJECT RATE1 firms · 0%
Other: QUARTERLY, ASSET-BASED LICENSING FEE1 firms · 0%
Other: REFERRAL FEES1 firms · 0%
Other: REIMBURSED APPROVED MANAGER EXPENSES;FEES FROM PORTFOLIO COS1 firms · 0%
Other: RESEARCH PROVIDED ON PROPRIETARY INDEX.1 firms · 0%
Other: RESIDUAL CASH FLOW1 firms · 0%
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS1 firms · 0%
Other: REV SHARE FOR INSTITUTIONAL ADVISEMENT FOR CORPS1 firms · 0%
Other: SELECTION OF OTHER ADVISORS1 firms · 0%
Other: SET FEES FOR FINANCIAL PLANNING1 firms · 0%
Other: SHARES IN FEES PAID TO THIRD PARTY INVESTMENT ADVISERS1 firms · 0%
Other: SOLICITOR FEES1 firms · 0%
Other: SOLICITOR/REFERRAL FEES1 firms · 0%
Other: SOLICITOR'S FEES1 firms · 0%
Other: SPLIT FEES FROM THIRD-PARTY MONEY MANAGERS OR RIAS1 firms · 0%
Other: SPREADS1 firms · 0%
Other: SUB-ADVISORY FEES1 firms · 0%
Other: TPMM SOFTWARE1 firms · 0%
Other: TRANSACTION FEES1 firms · 0%
Other: TRAVEL REIMBURSEMENT1 firms · 0%
Other: THIRD PARTY ADVISORY FEES1 firms · 0%
Other: ALLOCATED PORTION OF COSTS AND TAXES1 firms · 0%
Other: AN AFFILIATE MAY RECEIVE REAL ESTATE ACQUISITION & OTHER FEES1 firms · 0%
Other: A PERCENTAGE OF THE DEBT UNDERLYING LEVERAGED PORTFOLIOS1 firms · 0%
Other: ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS1 firms · 0%
Other: ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D.1 firms · 0%
Other: EQLT LICENSING FEE1 firms · 0%
Other: FEE BASED CONSULTING SERVICES MAY BE PROVIDED IN THE FUTURE.1 firms · 0%
Other: FEES BASED ON TOTAL ACCUMULATED PLAN ASSET VALUE1 firms · 0%
Other: FEES FOR FINANCIAL PLANS1 firms · 0%