Financially Speaking Inc
5889 GREENWOOD PLAZA BLVD, Greenwood Village, Colorado 80111
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
otherwise, and agreed upon in the Engagement Letter, the annual fee is 1% of assets under management. The fee is billed quarterly in advance, as calculated from the portfolio value at close of business on the last day of the prior quarter. i. Because fees are billed in advance, we prorate for depo
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.