Colorado Financial Management LLC

Colorado Financial Management LLC, previously known as Sargent Bickham Lagudis LLC, is a registered investment adviser established in March 1999. The firm specializes in providing investment advisory services and financial planning to various clients, including individuals, businesses, trusts, and charitable organizations. Clients can engage the firm for discretionary and/or non-discretionary services on a fee-only basis. The firm's annual investment advisory fee ranges from 1.00% to 1.25% based on managed assets. Additionally, clients may request financial planning and consulting services on a stand-alone basis at an hourly or fixed rate. The firm follows a fiduciary responsibility for retirement accounts, acting in the best interest of clients. Investment strategies include long-term purchases, short-term purchases, trading, margin transactions, and options. The firm may recommend the use of margin and options strategies, which involve inherent risks. Clients are encouraged to review their accounts annually, and the firm provides regular account statements and performance reports. The firm has not been subject to disciplinary actions and does not accept compensation from the sale of securities. Clients have the option to engage the firm on a discretionary basis, granting full authority over investment transactions. Proxy voting is conducted for a limited number of clients, and the firm votes proxies in accordance with its Proxy Voting Policy. The firm does not solicit fees in advance exceeding $1,200 per client. Overall, Colorado Financial Management LLC offers personalized investment services with a focus on transparency and client satisfaction.