This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: $25,000
Offering advice since: 1993
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Jim Elder:
Jim Elder is a Trusted Fiduciary and a fee-only investment advisor. Elderado Financial, Inc. is a Wealth Management company helping clients manage all aspects of their personal investments and finances for clients in the Montrose Colorado area. We serve as your liaison to all issues relating to your financial well being. We are here to help simplify your financial picture, and save you time and money in dealing with your investments.
We work strictly on a fee-only basis, where we make specific investment recommendations based solely on your needs, circumstances and goals. We don't get paid commissions based on transactions. Nor do we accept any kickbacks from other professionals that we may refer clients to. This eliminates any conflicts of interest, and puts us on the same side of the table with our clients. Too many investors allow commission sales reps to manage their investment affairs. This can be hazardous to your financial well being. And we aim to eliminate that disadvantage for all our clients!
Compensation and Fee Structures:
Fee-Only Financial Advice based on assets under management.
Licenses, Certifications & Affiliations:
Colorado State University
Will provide references upon request?
Further information about Elderado Financial:
(Size of firm: 0-9 advisors)
ElderAdo Financial is a fee-only fiduciary financial planning and investment advisor firm located in scenic Montrose, Colorado, on the western slope near the towns of Ouray, Ridgway, Telluride and resorts such as Hide-Out Lake and Cornerstone, Colorado and the high country. Capital management and financial planning you can trust, smart investors prefer a Montrose investment advisor to assist them with their finances.
We pride ourselves on an unwavering commitment to integrity, stability, long-term relationships, and the highest standards of service and performance in all four seasons; investment advisors who are fiduciaries and put your best interest first. Our clients are a select group of individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves.
Contact Information for Jim Elder
Phone: (970) 249-9900
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Fax: (970) 252-3940
Address for Jim Elder:
1100 S. Townsend Ave
Montrose, CO, 81401
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