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Robert Draper

Advisor at McAlvany Wealth Management, LLC

Updated today
McAlvany Wealth Management, LLC logo

Firm

McAlvany Wealth Management, LLC

Location

Durango, CO 81301

Credentials

Series 63, Series 65

Industry experience

15 years

Client services

Based on McAlvany Wealth Management, LLC

Portfolio management Selection of other advisers

Expertise

Based on McAlvany Wealth Management, LLC

Real estate investing Wealth management

Fee options

Percentage

$0 - $750,000: 1.50% $750,001 - $1,500,000: 1.25% $1,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.70%

Other

Account minimum: $350,000 Fee-only: Advisory fees as percentage of AUM according to tiered schedule

Location

166 Turner Dr

Durango, CO 81301

Most active in

Alabama · Colorado

Work history

McAlvany Wealth Management, LLC

2017 - Present (9 years)

UnEmployed

2016 - 2016 (1 year)

Deeds Select Advisors, Inc.

2008 - 2016 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Rolfe S

Series 65

Ignacio, CO

Three Waters Financial

Tax-loss harvesting Wealth management Real estate investing General tax planning
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James B

CFP®, Series 65

Durango, CO

Intelligent Investment Management,Llp

Wealth management General retirement planning Tax-loss harvesting Real estate investing Active portfolio management Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Derek L

Series 63, Series 65

Durango, CO

RIA Wealth Advisors, LLC

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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David M

Series 65, Series 66

Durango, CO

McAlvany Wealth Management, LLC

Real estate investing Wealth management

Lisa B

CFP®, CFA®

Durango, CO

Opus Financial Solutions LLC

After graduating from the University of Illinois with a B.S. in Finance in 1985, I worked in myriad roles before founding Opus Financial Solutions, including securities compliance, investment analysis, institutional portfolio management, and teaching investments and financial planning topics at the undergraduate and graduate levels. Those roles and hard-earned education and financial designations converged to ultimately building a fee-only financial planning and investment advisory firm. My objective as an advisor is to help my clients improve and/or be aware of the implications of the financial choices they make. That requires me to listen and truly understand my client's past, present, and anticipated journey before offering strategies and solutions. For some of my clients, that means helping them attain the financial freedom and peace of mind to live as they choose. For others who have accumulated significant wealth, it is helping them with portfolio optimization and management, taxes, distribution planning, and estate matters. In addition to my Finance degree from Illinois, I obtained my MBA in International Business from DePaul’s Graduate School of Business. I later attained my Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations in order to provide the highest level of financial and investment counsel. Along the way, I also developed an expertise in divorce financial planning in order to help people make more informed financial decisions in divorce matters and make the process of divorce less painful and less expensive. I've served as a divorce advisor, financial neutral and mediator for individuals and/or divorcing couples (Refer to “Pre-Divorce Planning” for more detail). I grew up in the Chicago area, now live in Denver, and serve clients across the United States. In my spare time, I enjoy spending time in natural settings hiking, camping, mountain-biking, skiing, playing with my pups, or whatever the weather dictates. I have served in many volunteer roles over the course of my life, mostly relating to educating and mentoring the underprivileged. Thus far, one of my greatest joys has been watching my children—now both young independent adults--evolve into kind, smart, empathetic human beings who I believe will change the world for the better.

Wealth management General tax planning Executive Founder/Business Owner Baby Boomers (Born 1946-1964)
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Cara F

Series 66

Durango, CO

Red Mountain Financial Partners

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business succession planning Cash flow / budgeting
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