Advisor at Nequit Wealth & Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Nequit Wealth & Investment Management, LLC
Location
Denver, CO 80246
Credentials
CFP®, Series 63, Series 66
Industry experience
25 years
Kwesi Coleman is a CFP®-certified financial advisor with 25 years of industry experience, currently serving as the sole advisor at Nequit Wealth & Investment Management, LLC. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley Private Bank. Outside of his advisory work, he is also a licensed real estate broker and insurance producer. Nequit Wealth & Investment Management manages approximately $25 million and provides comprehensive financial planning, investment management, and retirement consulting primarily to individuals, trusts, corporations, and clients in the sports and entertainment sector. The firm employs a core-and-satellite investment approach focused on diversification and offers additional services including pension plan consulting and educational seminars.
Based on Nequit Wealth & Investment Management, LLC
Based on Nequit Wealth & Investment Management, LLC
Flat fees typically range from $500 to $50,000, negotiable
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,000 - $25,000,000: 0.90% $25,000,000 - $50,000,000: 0.75% $50,000,001+: 0.50%
Financial Planning Hourly Rate: $300/hour
Account minimum: $250,000 Minimum fee: Financial Planning Hourly Rate: $300/hour; Retirement Module: $1,500 (5 hour minimum charge); Modular Plan: $600 (2 hour minimum charge); Comprehensive Plan: $3,000 (10 hour minimum charge) Fee-only: Flat fees typically range from $500 to $50,000, negotiable based on client circumstances
945 S. Birch St, #460453
Denver, CO 80246
Colorado · Florida
Nequit Insurance, LLC
2019 - Present (7 years)
Nequit Wealth & Investment Management, LLC
2019 - Present (7 years)
Nequit Realty, LLC
2018 - Present (8 years)
Wells Fargo Clearing
2017 - 2019 (2 years)
Morgan Stanley Private Bank, National Association
2015 - 2017 (2 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
CFP®
Denver, CO
True Riches Financial Planning
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
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