Firm
Principium Investments
Boulder, Colorado
Fee-only
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | principium.co |
| Phone | (303) 351-5353 |
Principium Investments fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"NO MINIMUMS" source
"Our only source of reveneue comes from fees we charge our clients as a small percentage of invested assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $225 million |
| Individual clients | 176 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 124989 |