Advisor at Trail Ridge Investment Advisors, LLC
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Location
Fort Collins, CO 80525
Credentials
Series 65, Series 66
Industry experience
11 years
Jeffrey Kadavy is a financial advisor with Trail Ridge Investment Advisors, LLC in Fort Collins, Colorado, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has worked at multiple affiliated entities within the Trail Ridge group since 2017 and previously at MidFirst Bank. Outside of his advisory role, he is the President and CEO of Trail Ridge Trust Company, LLC, and owns Qapla Consulting LLC, a fiduciary oversight consulting firm. Trail Ridge Investment Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as trusts and some institutional clients. The firm employs model allocations based on modern portfolio theory, offers a subscription-based advisory service called Trailhead, and is affiliated with a trust company that supports its client trust services.
Based on Trail Ridge Investment Advisors, LLC
Based on Trail Ridge Investment Advisors, LLC
$1 - $1,000,000: 1.10% (with options) / 1.00% (without options) / 0.80% (trusts) $1,000,001 - $3,000,000: 0.95% (with options) / 0.80% (without options) / 0.70% (trusts) $3,000,001 - $5,000,000: 0.70% (with options) / 0.60% (without options) / 0.45% (trusts) $5,000,001 - $10,000,000: 0.55% (with options) / 0.50% (without options) / 0.30% (trusts) $10,000,001+: 0.45% (with options) / 0.40% (without options) / 0.20% (trusts)
$250 per hour with a minimum fee of $1,000 per engagement for financial planning services.
Trailhead Financial Advisory Service™ charges $1,200 annually ($100 per month) including up to 6 hours of advice; additional hours at $250 per hour.
Account minimum: $200,000 Minimum fee: Minimum annual fees vary by service: $5,000 minimum for portfolio management with options, $2,000 minimum for portfolio management without options.
2020 Caribou Drive, Suite 102
Fort Collins, CO 80525
Colorado · Texas
Trail Ridge Trust Company, LLC
2017 - Present (9 years)
Trail Ridge Investment Advisors, LLC
2017 - Present (9 years)
Trail Ridge Wealth Management, Inc.
2017 - Present (9 years)
MidFirst Bank f/k/a Steele Street Bank & Trust
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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