JDYEAgerAdvisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,810,000
Clients
13
54% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$1,754,615
About
The firm provides financial planning and portfolio management primarily to individual and high-net-worth clients, as well as small businesses, foundations and charitable organizations. Services described in the brochure include comprehensive financial planning, retirement-plan advice and ongoing portfolio management delivered on either a discretionary or nondiscretionary basis.
Investment decisions are informed by a mix of fundamental, technical/charting and cyclical analysis and the firm uses strategies such as core‑and‑satellite, active management, modern portfolio theory and value investing. Clients receive written investment guidelines and the adviser may recommend or implement third‑party model managers or sub‑advisors; the firm reports access to roughly 200 portfolio model managers through its custodian relationship.
Noteworthy aspects for a firm of this size include managing approximately $22.8 million in discretionary assets for a small client base (13 clients) and offering both direct portfolio management and referrals to many external model managers. The adviser is also licensed for insurance advice but states no commission-based compensation for those recommendations, the firm does not vote client proxies on their behalf, and it does not offer wrapped-fee programs.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Cash flow / budgeting
Fee options
$350 fixed fee for financial planning services
$0 - $500,000: 0.70% (70 basis points) annually $500,001 - $1,000,000: 0.60% (60 basis points) annually $1,000,001+: 0.50% (50 basis points) annually
$250 per hour, billed in 10-minute increments
Account minimum: $100,000 preferred but no minimum required
Main office location
JDYEAgerAdvisors
Parker CO, United States
Number of offices
1
Most active in
JDYEAgerAdvisors has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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