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JIM Saulnier & Associates, LLC

Headquartered in FORT COLLINS, CO

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Firm Information

JIM Saulnier & Associates, LLC is a financial advisor based in FORT COLLINS, CO. The firm advises individuals, charitable organizations and high-net-worth individuals. JIM Saulnier & Associates, LLC manages approximately $116.44 million in client assets. The firm's services include financial planning, selection of other advisors, and portfolio management for individuals.

JIM Saulnier & Associates, LLC

506 EAST MULBERRY ST

FORT COLLINS, CO 80524

$116.44M

Assets Under Management

48

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

JIM SAULNIER & ASSOCIATES, LLC has a total of 1 branch locations across the country.
location

FORT COLLINS, CO

Advisors at JIM Saulnier & Associates, LLC

View All 5 Advisors
Unclaimed
Jacob David Vonloh

CFP®, RA

FORT COLLINS, CO

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Unclaimed
Jacob Turner

RA

FORT COLLINS, CO

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Unclaimed
Christopher William Stein

CFP®, RA

FORT COLLINS, CO

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Unclaimed
Thomas Gregory Darden

CFP®, RA

FORT COLLINS, CO

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Unclaimed
James Henry Saulnier

CFP®, RA

FORT COLLINS, CO

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Disclosures

There are no public disclosures for JIM Saulnier & Associates, LLC.

Frequently Asked Questions (8)

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