Warren Denewiler
Advisor at DeneWiler Capital Management Inc
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.
Advisor at DeneWiler Capital Management Inc
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.
Location
Denver, CO 80202-3109
Credentials
CFA®, Series 63
Industry experience
27 years
Warren Denewiler is a CFA® charterholder with 27 years of industry experience. He has worked at Sage Investment Management since 2002 and has been with Denewiler Capital Management Inc, a firm he founded, since 1991. Outside of his advisory work, he has a non-material interest in an agricultural holding company. Denewiler Capital Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a value-oriented investment approach focused on a dividend-growth strategy and offers discretionary portfolio management and financial planning with an emphasis on long-term, custom-constructed portfolios.
Based on DeneWiler Capital Management Inc
Based on DeneWiler Capital Management Inc
$0 - $300,000: 1% annually $300,000 - $1,000,000: 0.75% annually $1,000,000+: 0.5% annually
$300 per hour for financial planning or consulting services outside investment management
Annual retainer fees for ongoing financial planning monitoring or implementation, with a minimum of $3,000
Account minimum: $300,000 Fee-only: Financial planning charged at $300 per hour; minimum initial fee of $3,000 for standalone planning; ongoing retainer fees not less than $3,000 annually. For clients with investment management services, financial planning is included at no additional cost.
1600 Stout Street, Suite 1690
Denver, CO 80202-3109
Colorado · Texas
Sage Investment Management
2002 - Present (24 years)
Denewiler Capital Management
1991 - Present (35 years)
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