Our Services

We provide comprehensive fee-only financial planning to offer solutions to our clients’ financial and related personal needs. Recommendations are based on each client’s specific goals, needs and circumstances and are achieved through objective planning and management of investment assets.

We believe the financial planning process is the best approach to helping you achieve your goals. The process requires that we get to know about you, your circumstances and what is important to you. We come up with a plan and actions to move forward. Whether we do a comprehensive plan or just a portion, we help you implement the plan and will monitor results.

Areas of Practice

  • Comprehensive financial planning
  • Investment management
  • Retirement planning
  • Education funding
  • Small business retirement solutions
  • Asset allocation
  • Insurance review and analysis
  • Tax planning strategies
  • Cash flow analysis
  • Wealth management strategies

    

  Our Annual Fees for Investment Management

 

 $250,000  -  $1 million                1.00%

   $1 million -  $2 million                0.80%

   $2 million -  $3 million                0.70%

   $3 million -  $4 million                0.60%

   $4 million -  $5 million                0.50%

              Over $5 million                    Negotiable

 

   Fixed Fee for Financial Plans:  $1,500 to $4,000

 

Please note that we have a $250,000 minimum for investment management. 

©2010 Cherry Hills Investment Advisors, LLC. All rights reserved.