Antunes International Investment Management fees and pricing

Financial planner in Glenwood Springs, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Antunes International Investment Management charges $300 an hour and a flat or project fee of $1,000⁠-⁠$3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“We will charge an hourly fee of $300 with a minimum engagement of four hours for clients who request consultations for specific services and do not desire a broad based written financial plan.”
Flat or project fee
$1,000⁠-⁠$3,000
“We will charge a fixed fee that ranges from $1,000 to $3,000, for broad based planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Antunes International Investment Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “We will require one‐half of the financial planning or consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
  • “The fees Antunes International Investment Management charges may be negotiable based on the amount of assets under management, complexity of client goals and objectives, and level of services rendered.”
  • “We will refund any prepaid, unearned fees (if any) within 30 days of its receipt of a termination notice.”

How Antunes International Investment Management’s fees compare

  • Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$3,000 is below the Colorado median of $5,250. 14% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Glenwood Springs that publish a flat or project fee charge less.

About Antunes International Investment Management

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Clients
21
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$11,990,721
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
145703
Phone
(561) 317-5204

Can advise clients in 2 states: Colorado, Florida

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.