Colleen Knopinski

Lighthouse Financial, LLC

2995 A Center Green Street

Boulder, Colorado 80301

Phone: 303-444-1818

colleenk@lighthousefinancial.biz

www.lighthousefinancial.biz

Year practice was founded: 1982

Year she joined the firm: 1995

Number of advisors in office: 2 advisors, 5 support staff

Number of clients: 116

Compensation method(s): Primarily fee-based, some commissions

Fee for a comprehensive financial plan: $2,600 to $5,000

Fee for managing assets: 1.4% for the first $250,000, 1% for the next $250,000, 0.75% for the next $500,000, 0.5% from $1 to $2 million, and 0.25% for $2 million and above

Hourly rate: $225

Client demographics: Professionals, business owners, executives, doctors, etc., with net worths ranging from $500,000 to $10 million (average is $2 million to $3 million)

Education: Bachelor’s degree in agricultural economics, and master’s degree in economics from Colorado State University

Professional designation(s): CFP

Outside interests: Hiking, volunteering at a local resource center for the homeless