Fee-OnlyFinder

% of assets managed in Durango, CO

8 advisers in Durango offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 8

Evergreen Wealth Advisors813 Main Ave, Suite 203 · Durango, CO 81301 · (970) 403-3783 · Financial planningCRD 155966 · % of assets, Hourly charges · $46.2 million AUMState registeredNo commissions reportedFamily Financial Solutions Group, LLC270 East College Drive, Suite 100 · Durango, CO 81301 · (970) 259-1040 · % of assets managedCRD 172725 · % of assets · $500.7 million AUMSEC registeredNo commissions reportedIntelligent Investment Management,llp150 East 9th St, Ste 333 · Durango, CO 81301 · (970) 403-1234 · Financial planningCRD 108833 · % of assets, Other · $104.7 million AUMState registeredNo commissions reportedIron River Capital LLC752 Main Avenue, Unit 201 · Durango, CO 81301 · (970) 426-5300 · Financial planningCRD 173307 · % of assets, Hourly charges, Fixed fees · $94.1 million AUMState registeredNo commissions reportedMcAlvany Wealth Management, LLC166 Turner Dr · Durango, CO 81301 · (866) 211-8970 · % of assets managedCRD 146021 · % of assets · $224.2 million AUMSEC registeredNo commissions reportedPriority Financial Partners1309 E. 3rd Ave, Unit 112 · Durango, CO 81301 · (970) 880-9577 · Financial planningCRD 165806 · % of assets, Hourly charges, Fixed fees · $100.7 million AUMState registeredNo commissions reportedRed Mountain Financial Partners555 Rivergate Lane - Suite B1-107 · Durango, CO 81301 · (970) 259-1313 · Financial planningCRD 174672 · % of assets, Hourly charges, Fixed fees · $225.6 million AUMSEC registeredNo commissions reportedSwan Global Investments, LLC1099 Main Ave, Suite 206 · Durango, CO 81301 · (970) 382-8901 · % of assets managedCRD 114669 · % of assets · $2.4 billion AUMSEC registeredNo commissions reported