Mount Elbert Edgecore Platform Manager, LLC

CRD#291660
Investment Advisor Firm

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Learn more about Mount Elbert Edgecore Platform Manager, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Mount Elbert Edgecore Platform Manager, LLC is an advisory firm located in Broomfield, Colorado. Mount Elbert Edgecore Platform Manager, LLC has a small group, including 3 financial advisors. Mount Elbert Edgecore Platform Manager, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets such as options, bonds and stocks.



    Mount Elbert Edgecore Platform Manager, LLC's central office is at 520 Zang St, Suite 209, Broomfield, Colorado 80021. It is legally registered to provide services to investors in the state of Colorado.

    Editorial note: In certain cases, firms can register as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the publicly available information for Mount Elbert Edgecore Platform Manager, LLC. Please visit the SEC website for more information at https://www.sec.gov

    Number of Advisors

    3

    Disclosures

    No

    Office Location

    520 Zang St, Suite 209
    Broomfield, CO 80021

    Mount Elbert Edgecore Platform Manager, LLC by the Numbers

    Total Number of Employees

    3

    National Average: 64
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    Fee Structure

    Fees charged by financial advisors typically depend on which services are offered. However, fees charged by Mount Elbert Edgecore Platform Manager, LLC typically consist of non-traditional fee structures. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Disclosures

    Mount Elbert Edgecore Platform Manager, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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