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Jim Saulnier & Associates
JIM SAULNIER & ASSOCIATES, LLC is an SEC-registered investment adviser in FORT COLLINS, CO, registered since 2023. The firm manages approximately $286...
Overview
JIM SAULNIER & ASSOCIATES, LLC is an SEC-registered investment adviser in FORT COLLINS, CO, registered since 2023. The firm manages approximately $286 million in assets. It employs 7 staff and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Fort Collins
Corporate office
Fort Collins, CO, United States
Principals
Jim Saulnier
Founder and Principal
Sector focus
Frequently asked questions
How does Jim Saulnier & Associates generate revenue?
The firm operates as a fee-only RIA, meaning it charges clients a percentage of assets under management or a flat fee for financial planning. It does not earn commissions from product sales, which distinguishes it from many brokerage-based advisors. This model is disclosed in the firm's Form ADV filed with the SEC.
What investment approach does Jim Saulnier & Associates use?
The firm emphasizes low-cost, passive investment strategies, often using index funds and ETFs to build diversified portfolios. It focuses on financial planning and retirement income strategies. The firm does not appear to engage in direct private investments, venture capital, or hedge funds, based on public disclosures.
Where is Jim Saulnier & Associates located?
The firm is headquartered in Fort Collins, Colorado, and operates from a single office. There are no publicly known additional offices or remote team locations.
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