Personal Wealth Management.
Zero Commissions. Zero Surprises.
We charge a single, transparent advisory fee based strictly on the assets we manage for your family—scaling progressively from 0.90% down to 0.50%. For families in Highlands Ranch, pre-retirees in Littleton, and corporate executives across the Denver Tech Center, comprehensive financial planning, tax-loss harvesting, and multi-generational wealth architecture are 100% bundled at $0 extra cost.
Personal Portfolio Advisory Schedule
Compare your current advisor's total fee drag directly against Yeti's progressive tiered schedule.
Includes comprehensive financial planning, factor-based rebalancing, and direct access to principal advisor Thomas Little, CFP®.
What Your Advisory Fee Includes
We eliminated the frustrating drawbacks of traditional wealth management to deliver true fiduciary stewardship.
Direct CFP® Founder Partnership
No revolving door of junior trainees or call centers. You work directly with principal advisor Thomas Little, CFP® with permanent continuity.
Proactive Quarterly Governance
No waiting for an annual check-in or market panic. We maintain a continuous quarterly cadence covering factor-based rebalancing, Roth conversions, and trust titling.
$0 Integrated Financial Planning
Comprehensive financial architecture, executive equity modeling, and estate coordination are 100% bundled with zero separate $2.5k–$10k charges or hourly fees.
100% Fee-Only Fiduciary Care
Zero commissions, zero product markups, zero 12b-1 kickbacks, and zero expensive annuity sales. We earn money solely from our transparent fee schedule.
No Commission Selling
We never sell insurance products, annuities, or mutual funds for commissions or third-party kickbacks. Our advisory is 100% objective and conflict-free.
Personable & Tailored Management
Evidence-based global factor portfolios customized around your family's unique liquidity needs, tax brackets, and long-term legacy goals.
Why Transparent Fee Schedules Protect South Denver Wealth
Traditional brokerage firms along the Denver Tech Center corridor often stack advisory fees on top of platform wrap costs, 12b-1 mutual fund kickbacks, and separate planning retainers.
Highlands Ranch Retirees
For families in BackCountry, Eastridge, and Westridge managing $1M to $5M portfolios, eliminating stacked 1.50%+ fees preserves hundreds of thousands in compounding capital needed for lifestyle distributions.
Denver Tech Center Executives
Corporate leaders in Greenwood Village and Centennial avoid paying separate $3k–$10k planning fees for RSU vesting strategies and 10b5-1 selling plans—everything is fully included in your progressive fee.
Littleton Business Owners
Entrepreneurs along the C-470 corridor benefit from lower progressive tiers as enterprise liquidity is realized, ensuring business sale proceeds transition into ultra-low-cost fiduciary management smoothly.
Frequently Asked Questions About Wealth Management Fees
Clear answers regarding our progressive schedule, custodial zero-fee structure, and fiduciary standards.
How does Yeti Wealth's progressive tiered fee schedule work?
Rather than charging a flat 1.00% or higher on your entire portfolio, our fee is progressive: $1 to $1M is 0.90%, the next $1.5M ($1M-$2.5M) is 0.85%, the next $2.5M ($2.5M-$5M) is 0.70%, and assets above $5M are 0.50%. This structure ensures your effective rate automatically drops as your wealth grows.
Is comprehensive financial planning included in the wealth management fee?
Yes. For all active wealth management clients across Highlands Ranch, Littleton, and Denver, comprehensive financial planning—including Monte Carlo retirement simulations, executive equity tax modeling, Colorado 529 education planning, and estate flowcharting—is 100% bundled at $0 additional cost.
Are there additional platform, trade, or custodial wrap fees?
No. Yeti Wealth charges zero custodial platform wrap fees (0.00%). We custody client assets with Altruist, which provides institutional digital clearing, zero trade commissions on ETFs and equities, and transparent monthly reporting.
Experience Clear, Fee-Only Fiduciary Care
Schedule a confidential strategy call with principal advisor Thomas Little, CFP®. Serving Highlands Ranch, Littleton, Greenwood Village, and the greater Denver area.