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strategy",{"_uid":1096,"text":1097,"title":1165,"component":1021},"292593f7-5dd1-4928-a512-c6a6ab97fa16",{"type":15,"content":1098},[1099],{"type":951,"content":1100},[1101,1117,1133,1149],{"type":954,"content":1102},[1103],{"type":18,"attrs":1104,"content":1105},{"textAlign":34},[1106,1112],{"text":1107,"type":22,"marks":1108},"Customized portfolio management: ",[1109,1111],{"type":129,"attrs":1110},{"color":773},{"type":38},{"text":1113,"type":22,"marks":1114},"The firm provides discretionary and non-discretionary investment management with ongoing client interaction, building portfolios around a client’s goals, risk tolerance, and financial situation. ",[1115],{"type":129,"attrs":1116},{"color":773},{"type":954,"content":1118},[1119],{"type":18,"attrs":1120,"content":1121},{"textAlign":34},[1122,1128],{"text":1123,"type":22,"marks":1124},"Diverse investment options: ",[1125,1127],{"type":129,"attrs":1126},{"color":773},{"type":38},{"text":1129,"type":22,"marks":1130},"The firm commonly implements portfolios using diversified mutual funds and ETFs, with the ability to use other securities when appropriate. ",[1131],{"type":129,"attrs":1132},{"color":773},{"type":954,"content":1134},[1135],{"type":18,"attrs":1136,"content":1137},{"textAlign":34},[1138,1144],{"text":1139,"type":22,"marks":1140},"Comprehensive planning with annual updates: ",[1141,1143],{"type":129,"attrs":1142},{"color":773},{"type":38},{"text":1145,"type":22,"marks":1146},"Planning is positioned as a core part of the service, with financial plans updated annually.",[1147],{"type":129,"attrs":1148},{"color":773},{"type":954,"content":1150},[1151],{"type":18,"attrs":1152,"content":1153},{"textAlign":34},[1154,1160],{"text":1155,"type":22,"marks":1156},"Portal option alongside personal advisor: ",[1157,1159],{"type":129,"attrs":1158},{"color":773},{"type":38},{"text":1161,"type":22,"marks":1162},"The Digital Wealth Advisor (DWA) offers an individual portal for opening accounts, viewing portfolios, transferring assets, and making updates, while keeping access to a personal advisor.",[1163],{"type":129,"attrs":1164},{"color":773},"Pros",{"_uid":1167,"text":1168,"title":1220,"component":1021},"89b7bfbc-0385-469f-968b-a507c3618466",{"type":15,"content":1169},[1170],{"type":951,"content":1171},[1172,1188,1204],{"type":954,"content":1173},[1174],{"type":18,"attrs":1175,"content":1176},{"textAlign":34},[1177,1183],{"text":1178,"type":22,"marks":1179},"Higher fees than some lower-touch models: ",[1180,1182],{"type":129,"attrs":1181},{"color":773},{"type":38},{"text":1184,"type":22,"marks":1185},"The annual asset-based fee of up to 1.50% may be higher than those of some lower-touch or robo-advice models. ",[1186],{"type":129,"attrs":1187},{"color":773},{"type":954,"content":1189},[1190],{"type":18,"attrs":1191,"content":1192},{"textAlign":34},[1193,1199],{"text":1194,"type":22,"marks":1195},"Potential additional layers of cost: ",[1196,1198],{"type":129,"attrs":1197},{"color":773},{"type":38},{"text":1200,"type":22,"marks":1201},"Clients may also pay custodian/execution fees and the internal expenses of mutual funds and ETFs held in the portfolio, in addition to the advisory fee. ",[1202],{"type":129,"attrs":1203},{"color":773},{"type":954,"content":1205},[1206],{"type":18,"attrs":1207,"content":1208},{"textAlign":34},[1209,1215],{"text":1210,"type":22,"marks":1211},"High minimum account requirements: ",[1212,1214],{"type":129,"attrs":1213},{"color":773},{"type":38},{"text":1216,"type":22,"marks":1217},"Advisory services require an initial account value of $500,000. At the same time, the algorithm-based Guided Wealth Portfolios managed service requires a $5,000 minimum to enroll, which may be too high for investors with smaller portfolios. ",[1218],{"type":129,"attrs":1219},{"color":773},"Cons",{"_uid":1222,"text":1223,"title":1282,"component":1021},"79ea28ef-b83b-4112-850a-45aaf47d31fe",{"type":15,"content":1224},[1225],{"type":951,"content":1226},[1227,1238,1249,1260,1271],{"type":954,"content":1228},[1229],{"type":18,"attrs":1230,"content":1231},{"textAlign":34},[1232,1236],{"text":1233,"type":22,"marks":1234},"Advisor-led clients:",[1235],{"type":38},{"text":1237,"type":22}," Prefer one-on-one guidance and ongoing support",{"type":954,"content":1239},[1240],{"type":18,"attrs":1241,"content":1242},{"textAlign":34},[1243,1247],{"text":1244,"type":22,"marks":1245},"Complex planning needs:",[1246],{"type":38},{"text":1248,"type":22}," Want investing integrated with full financial planning",{"type":954,"content":1250},[1251],{"type":18,"attrs":1252,"content":1253},{"textAlign":34},[1254,1258],{"text":1255,"type":22,"marks":1256},"Higher-balance investors:",[1257],{"type":38},{"text":1259,"type":22}," Typically -$500K+ seeking coordinated advice",{"type":954,"content":1261},[1262],{"type":18,"attrs":1263,"content":1264},{"textAlign":34},[1265,1269],{"text":1266,"type":22,"marks":1267},"Structured approach:",[1268],{"type":38},{"text":1270,"type":22}," Prefer disciplined, managed portfolios over self-direction",{"type":954,"content":1272},[1273],{"type":18,"attrs":1274,"content":1275},{"textAlign":34},[1276,1280],{"text":1277,"type":22,"marks":1278},"Hybrid users:",[1279],{"type":38},{"text":1281,"type":22}," Value digital access with advisor support","Who is Denver wealth best for?",{"id":1284,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1285,"copyright":12,"fieldtype":1286,"meta_data":1287,"is_external_url":543},140804688123618,"https://a.storyblok.com/f/185166/225x225/50c63fbae3/denver-wealth-management.png","asset",{},"Denver Wealth Management","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","Match with an advisor ","company-summary-box","Denver Wealth Management is a wealth management firm that provides investment management and financial planning services. ","Not sure if Denver Wealth suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1295,"data":1296,"component":834},"26e6c4e7-531a-428b-9ff0-974249401a77",{"type":15,"content":1297},[1298,1307,1315,1323,1331,1340,1398,1407,1451,1460,1468,1500,1508,1516,1524],{"type":764,"attrs":1299,"content":1300},{"level":766,"textAlign":34},[1301],{"text":1302,"type":22,"marks":1303},"What are the pros and cons of Denver Wealth Management?",[1304,1306],{"type":129,"attrs":1305},{"color":773},{"type":38},{"type":18,"attrs":1308,"content":1309},{"textAlign":34},[1310],{"text":1311,"type":22,"marks":1312},"Denver Wealth Management’s setup can work well for clients who want hands-on guidance and a coordinated approach across investing, planning, retirement, and insurance needs.",[1313],{"type":129,"attrs":1314},{"color":773},{"type":18,"attrs":1316,"content":1317},{"textAlign":34},[1318],{"text":1319,"type":22,"marks":1320},"At the same time, the fee schedule can reach 1.50% annually for investment management, and it also outlines conflicts that can arise when advisory personnel provide commission-based brokerage or insurance services in a separate capacity.",[1321],{"type":129,"attrs":1322},{"color":773},{"type":18,"attrs":1324,"content":1325},{"textAlign":34},[1326],{"text":1327,"type":22,"marks":1328},"Here are some of the key advantages and drawbacks to help you decide if Denver Wealth Management is the right fit for you. ",[1329],{"type":129,"attrs":1330},{"color":773},{"type":18,"attrs":1332,"content":1333},{"textAlign":34},[1334],{"text":1335,"type":22,"marks":1336},"Pros of Denver Wealth Management:",[1337,1339],{"type":129,"attrs":1338},{"color":773},{"type":38},{"type":951,"content":1341},[1342,1356,1370,1384],{"type":954,"content":1343},[1344],{"type":18,"attrs":1345,"content":1346},{"textAlign":34},[1347,1352],{"text":1107,"type":22,"marks":1348},[1349,1351],{"type":129,"attrs":1350},{"color":773},{"type":38},{"text":1113,"type":22,"marks":1353},[1354],{"type":129,"attrs":1355},{"color":773},{"type":954,"content":1357},[1358],{"type":18,"attrs":1359,"content":1360},{"textAlign":34},[1361,1366],{"text":1123,"type":22,"marks":1362},[1363,1365],{"type":129,"attrs":1364},{"color":773},{"type":38},{"text":1129,"type":22,"marks":1367},[1368],{"type":129,"attrs":1369},{"color":773},{"type":954,"content":1371},[1372],{"type":18,"attrs":1373,"content":1374},{"textAlign":34},[1375,1380],{"text":1139,"type":22,"marks":1376},[1377,1379],{"type":129,"attrs":1378},{"color":773},{"type":38},{"text":1145,"type":22,"marks":1381},[1382],{"type":129,"attrs":1383},{"color":773},{"type":954,"content":1385},[1386],{"type":18,"attrs":1387,"content":1388},{"textAlign":34},[1389,1394],{"text":1155,"type":22,"marks":1390},[1391,1393],{"type":129,"attrs":1392},{"color":773},{"type":38},{"text":1161,"type":22,"marks":1395},[1396],{"type":129,"attrs":1397},{"color":773},{"type":18,"attrs":1399,"content":1400},{"textAlign":34},[1401],{"text":1402,"type":22,"marks":1403},"Cons of Denver Wealth Management:",[1404,1406],{"type":129,"attrs":1405},{"color":773},{"type":38},{"type":951,"content":1408},[1409,1423,1437],{"type":954,"content":1410},[1411],{"type":18,"attrs":1412,"content":1413},{"textAlign":34},[1414,1419],{"text":1178,"type":22,"marks":1415},[1416,1418],{"type":129,"attrs":1417},{"color":773},{"type":38},{"text":1184,"type":22,"marks":1420},[1421],{"type":129,"attrs":1422},{"color":773},{"type":954,"content":1424},[1425],{"type":18,"attrs":1426,"content":1427},{"textAlign":34},[1428,1433],{"text":1194,"type":22,"marks":1429},[1430,1432],{"type":129,"attrs":1431},{"color":773},{"type":38},{"text":1200,"type":22,"marks":1434},[1435],{"type":129,"attrs":1436},{"color":773},{"type":954,"content":1438},[1439],{"type":18,"attrs":1440,"content":1441},{"textAlign":34},[1442,1447],{"text":1210,"type":22,"marks":1443},[1444,1446],{"type":129,"attrs":1445},{"color":773},{"type":38},{"text":1216,"type":22,"marks":1448},[1449],{"type":129,"attrs":1450},{"color":773},{"type":764,"attrs":1452,"content":1453},{"level":766,"textAlign":34},[1454],{"text":1455,"type":22,"marks":1456},"Denver Wealth Management fees: How much does Denver Wealth Management cost?",[1457,1459],{"type":129,"attrs":1458},{"color":773},{"type":38},{"type":18,"attrs":1461,"content":1462},{"textAlign":34},[1463],{"text":1464,"type":22,"marks":1465},"Denver Wealth Management’s costs fall into three main buckets: ",[1466],{"type":129,"attrs":1467},{"color":773},{"type":951,"content":1469},[1470,1480,1490],{"type":954,"content":1471},[1472],{"type":18,"attrs":1473,"content":1474},{"textAlign":34},[1475],{"text":1476,"type":22,"marks":1477},"Investment management fees: Tiered, up to 1.50% annually and billed quarterly in advance.",[1478],{"type":129,"attrs":1479},{"color":773},{"type":954,"content":1481},[1482],{"type":18,"attrs":1483,"content":1484},{"textAlign":34},[1485],{"text":1486,"type":22,"marks":1487},"Guided Wealth Portfolios fees: A 1.35% total annual fee for clients in that program. ",[1488],{"type":129,"attrs":1489},{"color":773},{"type":954,"content":1491},[1492],{"type":18,"attrs":1493,"content":1494},{"textAlign":34},[1495],{"text":1496,"type":22,"marks":1497},"Financial planning fees: Up to $350/hour or up to $10,000 for a fixed engagement. ",[1498],{"type":129,"attrs":1499},{"color":773},{"type":18,"attrs":1501,"content":1502},{"textAlign":34},[1503],{"text":1504,"type":22,"marks":1505},"The firm also lists retirement plan advisory fees that range from 1.00% annually (asset-based) to $10,000 per year (fixed), depending on the engagement. ",[1506],{"type":129,"attrs":1507},{"color":773},{"type":18,"attrs":1509,"content":1510},{"textAlign":34},[1511],{"text":1512,"type":22,"marks":1513},"In addition, clients may pay third-party custody/execution fees, as well as fund-level expenses, for mutual funds and ETFs.",[1514],{"type":129,"attrs":1515},{"color":773},{"type":18,"attrs":1517,"content":1518},{"textAlign":34},[1519],{"text":1520,"type":22,"marks":1521},"Here is a more detailed breakdown of the costs associated with Denver Wealth Management. ",[1522],{"type":129,"attrs":1523},{"color":773},{"type":18,"attrs":1525,"content":1526},{"textAlign":34},[1527],{"text":1528,"type":22,"marks":1529},"Investment management fee",[1530,1532],{"type":129,"attrs":1531},{"color":773},{"type":38},{"_uid":1534,"caption":12,"content":1535,"component":1553,"show_search":543,"paste_content":1554,"number_of_rows":1620,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"9d616c3a-f1fe-4c8d-b9fe-5ca28efe8a5b",{"tbody":1536,"thead":1546,"fieldtype":1552},[1537],{"_uid":1538,"body":1539,"component":1545},"6a4ccf8b-ad1c-4609-aad2-db80f7e45294",[1540,1543],{"_uid":1541,"value":12,"component":1542},"3ecca61b-953c-4136-bb3d-cf546a268022","_table_col",{"_uid":1544,"value":12,"component":1542},"17d5900b-452d-4b5a-97ec-dea28421ca41","_table_row",[1547,1550],{"_uid":1548,"value":12,"component":1549},"eb13cc01-d794-4c70-9c6c-5d87069eb0d3","_table_head",{"_uid":1551,"value":12,"component":1549},"b1e39bbd-714d-4a6b-addf-c2a19a652ee8","table","article-table",{"type":15,"content":1555},[1556,1561,1566,1571,1576,1581,1586,1591,1596,1601,1606,1611,1616,1618],{"type":18,"attrs":1557,"content":1558},{"textAlign":34},[1559],{"text":1560,"type":22},"Assets under management\tAnnual rate",{"type":18,"attrs":1562,"content":1563},{"textAlign":34},[1564],{"text":1565,"type":22},"$0 to $99,999.99\t1.50%",{"type":18,"attrs":1567,"content":1568},{"textAlign":34},[1569],{"text":1570,"type":22},"$100,000 to $249,999\t1.30%",{"type":18,"attrs":1572,"content":1573},{"textAlign":34},[1574],{"text":1575,"type":22},"$250,000 to $499,999\t1.20%",{"type":18,"attrs":1577,"content":1578},{"textAlign":34},[1579],{"text":1580,"type":22},"$500,000 to $999,999\t1.10%",{"type":18,"attrs":1582,"content":1583},{"textAlign":34},[1584],{"text":1585,"type":22},"$1,000,000 to $1,999,999\t1.00%",{"type":18,"attrs":1587,"content":1588},{"textAlign":34},[1589],{"text":1590,"type":22},"$2,000,000 to $2,999,999\t0.95%",{"type":18,"attrs":1592,"content":1593},{"textAlign":34},[1594],{"text":1595,"type":22},"$3,000,000 to $3,999,999\t0.90%",{"type":18,"attrs":1597,"content":1598},{"textAlign":34},[1599],{"text":1600,"type":22},"$4,000,000 to $4,999,999\t0.85%",{"type":18,"attrs":1602,"content":1603},{"textAlign":34},[1604],{"text":1605,"type":22},"$5,000,000 to $5,999,999\t0.80%",{"type":18,"attrs":1607,"content":1608},{"textAlign":34},[1609],{"text":1610,"type":22},"$6,000,000 to $6,999,999\t0.75%",{"type":18,"attrs":1612,"content":1613},{"textAlign":34},[1614],{"text":1615,"type":22},"$7,000,000+\tNegotiated",{"type":18,"attrs":1617},{"textAlign":34},{"type":18,"attrs":1619},{"textAlign":34},"10",{"_uid":1622,"data":1623,"component":834},"9843b1fd-fa6f-4790-a074-4c6024cdb4f6",{"type":15,"content":1624},[1625,1639],{"type":18,"attrs":1626,"content":1627},{"textAlign":34},[1628,1634],{"text":1629,"type":22,"marks":1630},"Managed cash accounts (no equities/securities purchased): ",[1631,1633],{"type":129,"attrs":1632},{"color":773},{"type":38},{"text":1635,"type":22,"marks":1636},"0.50% annual advisory fee (separate from the tiered 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This structure may appeal to households looking for coordinated advice across multiple aspects of their financial lives.",[2179],{"type":129,"attrs":2180},{"color":773},{"type":18,"attrs":2182,"content":2183},{"textAlign":34},[2184],{"text":2185,"type":22,"marks":2186},"However, Denver Wealth Management may be less compelling for cost-focused or self-directed investors. ",[2187],{"type":129,"attrs":2188},{"color":773},{"type":18,"attrs":2190,"content":2191},{"textAlign":34},[2192],{"text":2193,"type":22,"marks":2194},"Investors who prefer a fully automated, low-cost platform, frequent self-directed trading, or a mobile-first app experience may find the service less aligned with their preferences.",[2195],{"type":129,"attrs":2196},{"color":773},{"type":764,"attrs":2198,"content":2199},{"level":766,"textAlign":34},[2200],{"text":2201,"type":22,"marks":2202},"Get expert financial advice",[2203,2205],{"type":129,"attrs":2204},{"color":773},{"type":38},{"type":18,"attrs":2207,"content":2208},{"textAlign":34},[2209,2214,2224],{"text":2210,"type":22,"marks":2211},"If you need expert financial advice Unbiased can ",[2212],{"type":129,"attrs":2213},{"color":773},{"text":2215,"type":22,"marks":2216},"match you with a financial advisor",[2217,2219,2222],{"type":31,"attrs":2218},{"href":1289,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":2220},{"color":2221},"#0000FF",{"type":2223},"underline",{"text":2225,"type":22,"marks":2226}," who will help you manage your money and maximize your investments.",[2227],{"type":129,"attrs":2228},{"color":773},{"type":764,"attrs":2230,"content":2231},{"level":766,"textAlign":34},[2232],{"text":2233,"type":22,"marks":2234},"Frequently asked questions ",[2235,2237],{"type":129,"attrs":2236},{"color":773},{"type":2238},"italic",{"_uid":2240,"component":2241,"accordions":2242},"08c5fa74-d8ee-44c7-bb58-34a3c0392097","app-accordion-group",[2243,2328,2344],{"_uid":2244,"text":2245,"title":2326,"component":2327},"bc354c35-ba7e-4e33-a7af-e36ad879c67d",{"type":15,"content":2246},[2247],{"type":951,"content":2248},[2249,2260,2271,2282,2293,2304,2315],{"type":954,"content":2250},[2251],{"type":18,"attrs":2252,"content":2253},{"textAlign":34},[2254,2258],{"text":2255,"type":22,"marks":2256},"Advisor-led, personalised service",[2257],{"type":38},{"text":2259,"type":22}," – tailored portfolios with one-on-one support",{"type":954,"content":2261},[2262],{"type":18,"attrs":2263,"content":2264},{"textAlign":34},[2265,2269],{"text":2266,"type":22,"marks":2267},"Structured investment process",[2268],{"type":38},{"text":2270,"type":22}," – follows a defined portfolio framework",{"type":954,"content":2272},[2273],{"type":18,"attrs":2274,"content":2275},{"textAlign":34},[2276,2280],{"text":2277,"type":22,"marks":2278},"Comprehensive planning",[2279],{"type":38},{"text":2281,"type":22}," – covers retirement, tax, estate, and insurance",{"type":954,"content":2283},[2284],{"type":18,"attrs":2285,"content":2286},{"textAlign":34},[2287,2291],{"text":2288,"type":22,"marks":2289},"Custom portfolio management",[2290],{"type":38},{"text":2292,"type":22}," – discretionary and non-discretionary options",{"type":954,"content":2294},[2295],{"type":18,"attrs":2296,"content":2297},{"textAlign":34},[2298,2302],{"text":2299,"type":22,"marks":2300},"Diversified approach",[2301],{"type":38},{"text":2303,"type":22}," – mainly uses funds/ETFs with some flexibility",{"type":954,"content":2305},[2306],{"type":18,"attrs":2307,"content":2308},{"textAlign":34},[2309,2313],{"text":2310,"type":22,"marks":2311},"Hybrid access",[2312],{"type":38},{"text":2314,"type":22}," – combines digital tools with advisor support",{"type":954,"content":2316},[2317],{"type":18,"attrs":2318,"content":2319},{"textAlign":34},[2320,2324],{"text":2321,"type":22,"marks":2322},"Higher minimums & fees",[2323],{"type":38},{"text":2325,"type":22}," – typically $500K+ and higher costs than robo-advisors","What are the key features of Denver Wealth?","app-accordion",{"_uid":2329,"text":2330,"title":2343,"component":2327},"e4a23e36-618e-4547-a909-720b8a3a16c5",{"type":15,"content":2331},[2332],{"type":18,"attrs":2333,"content":2334},{"textAlign":34},[2335,2337],{"text":2336,"type":22},"Yes, Denver Wealth Management, Inc is a ",{"text":2338,"type":22,"marks":2339},"legitimate registered investment advisor firm based in Colorado. 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",{"name":2426,"created_at":2427,"published_at":2428,"updated_at":2429,"id":2430,"uuid":2431,"content":2432,"slug":2440,"full_slug":2441,"sort_by_date":34,"position":2393,"tag_list":2442,"is_startpage":543,"parent_id":2395,"meta_data":34,"group_id":2443,"first_published_at":2397,"release_id":34,"lang":730,"path":34,"alternates":2444,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2433,"_uid":2384,"name":2426,"image":2434,"component":2389,"education":2437,"expertise":2438,"description":2439},"Senior Content Writer",{"id":2435,"alt":12,"name":12,"focus":12,"title":12,"filename":2436,"copyright":12,"fieldtype":1286,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. 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