Advisor at Bear Peak Financial, 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
Bear Peak Financial, LLC
Location
Boulder, CO
Credentials
Series 65
Industry experience
8 years
Nicholas Lenssen is the principal of Bear Peak Financial, LLC, an independent advisory firm based in Boulder, Colorado. He holds a Series 65 credential and has eight years of experience in the financial industry. In addition to his advisory work, Lenssen operates Bear Peak Energy Consulting, a firm specializing in consulting on disruptive energy technologies with a focus on distributed and renewable energy. Bear Peak Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing participants, trusts, estates, charitable organizations, and business entities. The firm uses a primarily non-discretionary management approach, constructing portfolios based on target asset-class allocations informed by academic and behavioral economic research, with client approval central to trading decisions.
Based on Bear Peak Financial, LLC
Based on Bear Peak Financial, LLC
$0 - $250,000: 1.65% annually $250,000 - $500,000: 1.15% annually $500,000 - $1,000,000: 0.75% annually $1,000,000 - $2,000,000: 0.50% annually $2,000,000+: 0.35% annually
$200 per hour, negotiable
Account minimum: $100,000
Boulder, CO
Colorado
Bear Peak Energy Consulting (dba NKL Energy Consulting)
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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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