Advisor at Trail Ridge Investment Advisors, LLC
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Location
Fort Collins, CO 80525
Credentials
Series 65
Industry experience
9 years
Peter Loritz is a financial advisor at Trail Ridge Investment Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Trail Ridge-affiliated firms since 2017, following a brief tenure at First National Bank of Omaha. Outside of his advisory role, Mr. Loritz serves as a volunteer board member for the Spring Creek Farms North Homeowners Association in Fort Collins, Colorado. Trail Ridge Investment Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm offers a subscription service called Trailhead, which includes on-call advice and an index fund–based portfolio option, and incorporates model allocations, derivatives strategies, and trust management through its affiliation with Trail Ridge Trust Company, LLC.
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)
First National Bank of Omaha
2016 - 2017 (1 year)
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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