Jupiter Wealth Management

Financial Advisor in Glendale, CO

Firm Info
Address: 4500 E Cherry Creek S Dr Suite 1060, Glendale, CO 80246, USA
Phone: (303) 999-3716

Firm Size
Assets Under Management: $400.5 million
# of Advisors: 2
# of Clients: 250
Client to Advisor Ratio: 125:1
Average Account Size: $1.6 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Jupiter Wealth Management, LLC Overview

JUPITER WEALTH MANAGEMENT, LLC is a fee-only registered investment advisory firm based in Glendale, CO. The firm has been in business since 2018 and specializes in providing investment advice to its clients. Their fee arrangement is fee-only, meaning they do not receive any commissions or compensation for selling financial products. They offer financial planning services that include a comprehensive analysis of their clients' financial situation, investment objectives, and risk tolerance. Portfolio management services for individuals and small businesses are also available, where they create personalized investment strategies that align with their clients' financial goals and risk tolerance. JUPITER WEALTH MANAGEMENT, LLC also offers financial consulting services to help clients make informed financial decisions. These consulting services may cover topics such as retirement planning, college savings, tax planning, and estate planning. Their investment advice only practice ensures that their clients receive objective and unbiased financial advice.

JUPITER WEALTH MANAGEMENT, LLC has a diverse clientele that includes individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. The firm also caters to other corporation types not listed. Jupiter Wealth Management understands that each client is unique and has different financial goals and objectives. Therefore, the firm provides tailored services to meet the needs of each client. When it comes to fee structures, Jupiter Wealth Management offers two options depending on the service provided. The firm charges a percentage of the assets under management (AUM). This fee structure is typically used for investment management services. It is calculated as a percentage of the total value of the assets managed by the firm. The second fee structure available is fixed fees. Fixed fees are charged for services that are not tied to the size of the assets managed. This can include financial planning, tax planning, and estate planning services. Jupiter Wealth Management works closely with each client to determine which fee structure best suits their needs and helps them achieve their financial goals.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Jupiter Wealth Management, LLC does not mention an investment minimum. Therefore, it is unclear what the firm's investment minimum is. It is recommended that interested individuals or parties contact the firm directly to inquire about their investment minimums.

How This Office Can Help Glendale, CO Residents

Jupiter Wealth Management is dedicated to helping individuals residing in Glendale, CO navigate the complex and ever-changing financial landscape. One of the key ways in which the firm assists clients is by providing personalized wealth management services that are tailored to their unique goals and circumstances. Whether a client is looking to grow their assets, minimize taxes, or plan for retirement, Jupiter Wealth Management has the expertise and tools to help them achieve their objectives. Some of the specific financial situations that someone living in Glendale, CO might be facing include rising living costs, fluctuating employment opportunities, and health care expenses. These challenges can be particularly daunting for individuals who are nearing retirement or have already retired. However, with the help of Jupiter Wealth Management, clients can develop a comprehensive financial plan that addresses these concerns and ensures their financial stability both now and in the future. From debt management and investment advice to estate planning and insurance solutions, Jupiter Wealth Management provides a full suite of services to help clients in Glendale, CO achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Jupiter Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Jupiter Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Jupiter Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4500 E Cherry Creek S Dr Suite 1060, Glendale, CO 80246, USA
Phone (303) 999-3716
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Jupiter Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Illinois
  • Missouri
  • Texas

Disciplinary History

Jupiter Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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