Bespoke Advisory
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Overview
Bespoke Advisory is located at 32065 Castle Court Suite 250 A, Evergreen, CO. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Bespoke Advisory is not a registered broker-dealer.
Bespoke Advisory oversees $372.6 million in assets under management across 24 accounts, all of which are non-discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The firm caters to high net worth investors, charitable organizations, corporations, and other types of investors, with the largest client type by accounts being categorized as "other." The fee structure at Bespoke Advisory includes asset-based and fixed fees. The firm has 1 high net worth client and maintains affiliations with a lawyer or law firm.
Bespoke Advisory is registered in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bespoke Advisory by the Numbers
$372.6 million
5
24
$15.5 million
Products and Services
Bespoke Advisory offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. In the past fiscal year, Bespoke Advisory provided 45621 of its customers with financial planning services. It is not engaged in selling products or offering services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually are based on which service is offered. Fees billed by Bespoke Advisory likely consist of some combination of the following fee types: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to high net worth investors, charitable organizations, corporations, and other. Out of its 4 clients, Bespoke Advisory's biggest client type by number of accounts is other, though it also caters to 1 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 4.17%
- Other Individuals - 0%
- Corporations - 83.33%
- Charitable Organizations - 12.5%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bespoke Advisory does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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