How firms in Colorado charge for their services, based on Form ADV disclosures.
Percentage of AUM551 firms · 42%
Subscription fees304 firms · 23%
Hourly charges217 firms · 16%
Performance-based fees150 firms · 11%
Other: SEE SCHEDULE D - MISCELLANEOUS4 firms · 0%
Other: RETAINER2 firms · 0%
Other: QUARTERLY, ASSET-BASED LICENSING FEE2 firms · 0%
Other: PROJECT FEES, CONSULTING FEES2 firms · 0%
Other: CONSULTING FEES2 firms · 0%
Other: NO FEES2 firms · 0%
Other: CORPORATE CONSULTATIONS1 firms · 0%
Other: COST REIMBURSEMENT - OPHIR ASSET MANAGEMENT PTY LIMITED1 firms · 0%
Other: DEVELOPMENT & CONSTRUCTION FEES1 firms · 0%
Other: EQLT LICENSING FEE1 firms · 0%
Other: EXPENSE REIMBURSEMENT1 firms · 0%
Other: EXPENSES INCURRED ARE ALLOCATED TO TRUSTS & PARENT COMPANY1 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%
Other: FEES FROM PORTFOLIO COMPANIES1 firms · 0%
Other: FINANCIAL PLANNING SUBSCRIPTION FEES1 firms · 0%
Other: FIXED SUBSCRIPTION FEES1 firms · 0%
Other: FLAT FEES FOR VALUATION OPINION SERVICES1 firms · 0%
Other: GENERAL PARTNER PROFITS ALLOCATION1 firms · 0%
Other: INCENTIVE ALLOCATION/CARRIED INTEREST1 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: MILESTONE FEES TO COVER EST. RENEWABLE ENERGY PROJECT EXPENSES1 firms · 0%
Other: MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE1 firms · 0%
Other: NO ACTIVE ADVISORY SERVICE RELATIONSHIPS OR COMPENSATION1 firms · 0%
Other: % OF CAPITAL COMMITTED1 firms · 0%
Other: ORIGINATION, ASSET MANAGEMENT AND SERVICING FEES1 firms · 0%
Other: OVERHEAD EXPENSE PASS-THROUGH1 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 COMMITTED CAPITAL1 firms · 0%
Other: PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS1 firms · 0%
Other: PERCENTAGE OF FEE EARNED BY ADVISER1 firms · 0%
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS1 firms · 0%
Other: PLAN PREPARATION FEES1 firms · 0%
Other: PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES1 firms · 0%
Other: PROJECT-BASED FEES1 firms · 0%
Other: PROJECT RATE1 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: TRANSACTION FEES CHARGED ON PE FUND PORTFOLIO TRANSACTIONS1 firms · 0%
Other: TRANSACTION,MONITORING, CLOSING, ACQUISITION FEES1 firms · 0%
Other: TRAVEL REIMBURSEMENT1 firms · 0%
Other: WE RECEIVE SOLICITATION FEES FROM GHP INVESTMENT ADVISORS, INC.1 firms · 0%
Other: THIRD PARTY ADVISORY FEES1 firms · 0%
Other: ACQUISITION AND DISPOSITION FEES1 firms · 0%
Other: ACQUISITION FEE1 firms · 0%
Other: ACQUISITION 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 BASED ON ASSETS INVESTED IN THE MODELS1 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: BUDGET-BASED MANAGEMENT FEES1 firms · 0%
Other: CARRIED INTEREST1 firms · 0%