Colleen Knopinski
Lighthouse Financial, LLC
2995 A Center Green Street
Boulder, Colorado 80301
Phone: 303-444-1818
Year practice was founded: 1982
Year she joined the firm: 1995
Number of advisors in office: 2 advisors, 5 support staff
Colleen Knopinski
Lighthouse Financial, LLC
2995 A Center Green Street
Boulder, Colorado 80301
Phone: 303-444-1818
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