Top financial advisors in Highlands Ranch, CO
We’ve curated a list of the best financial advisors in Highlands Ranch, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$448,891,707
Number of advisors
10 advisors
| $448,891,707 | 10 advisors | |
| 2 |
Assets under management
$316,098,489
Number of advisors
5 advisors
| $316,098,489 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Highlands Ranch, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Highlands Ranch. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Kozak & Tripp Private Asset Management, Inc.
Kozak & Tripp Private Asset Management, Inc. is a Registered Investment Adviser based in Highlands Ranch, Colorado, established in September 2018 by owners Christopher Kozak and Trevor Tripp. The firm specializes in helping clients build, manage, and preserve their wealth to achieve financial goals. They offer discretionary and non-discretionary investment management services, primarily allocating assets among equities, ETFs, mutual funds, cash, and debt securities based on client objectives. Clients receive ongoing investment review and management services, with the ability to provide investment discretion and leave standing instructions. The firm may also offer financial planning services for separate fees, ranging from $1,000 to $10,000, focusing on various financial goals and strategies. Kozak & Tripp does not charge performance-based fees, has no minimum initial account value, and charges advisory fees up to 1.50% of assets under management. The firm does not engage in wrap fee programs and emphasizes a client-centric approach to investment strategies and risk management. Clients receive regular account statements from the custodian and are encouraged to review them for accuracy. The firm does not vote proxies on behalf of clients and does not have custody of client assets. Kozak & Tripp does not pay referral fees, and clients have the option to vote proxies or designate a third party for voting. The firm's financial information indicates financial stability and no bankruptcy history.
$448,891,707 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesConsultingMorganrosel Wealth Management, LLC
MorganRosel Wealth Management, LLC is a registered investment adviser specializing in managing assets for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and more. Established in Highlands Ranch, CO, the firm acts as a fiduciary, always prioritizing clients' best interests. They offer a wrap fee program where clients pay a single fee for investment advisory services and custodial transaction costs, with transaction fees covered by the firm. The firm provides two main services: Wrap Asset Management and Wrap Comprehensive Portfolio Management, tailored to meet individual investment goals. The maximum annual fee for these services is 1.50%, billed quarterly based on account value. Clients must maintain a minimum household account balance of $1,000,000. The firm's investment strategies include asset allocation, fixed income, futures, ETFs, and more, with a focus on risk management and client communication. Clients have control over their investments and can place restrictions on the types of securities held in their portfolios. The firm does not recommend or offer the wrap program services of other providers. Additionally, the firm does not accept proxy authority to vote client securities. Clients are encouraged to review the firm's Code of Ethics, which ensures ethical conduct and compliance with securities laws. The firm recommends Charles Schwab & Co., Inc. as a custodian, offering a range of services and products to benefit clients. The firm discloses potential conflicts of interest related to financial assistance from product sponsors and client referrals. No financial information is provided as the firm's financial condition does not impair its ability to meet obligations.
$316,098,489 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Highlands Ranch, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Highlands Ranch. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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