Downing Street Wealth Management LLC
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About
Downing Street serves individual and high‑net‑worth clients, as well as trusts and estates, with fee‑only financial planning, discretionary investment management, and retirement‑plan advisory services. The firm also offers planning‑only engagements and may assist with implementation of outside assets such as annuities and employer‑sponsored plans.
The firm follows a long‑term, primarily passive asset allocation approach implemented with mutual funds and ETFs, favoring institutional share classes and diversified exposure across market caps, geographies, and bond maturities. Portfolios are managed on a discretionary basis against a written investment plan, with periodic reviews and coordination with clients’ other advisers on tax, estate, and liquidity matters.
Distinctive aspects of the firm include an affiliated tax and accounting practice: certain associated persons provide tax planning, tax return preparation, and related services through a separate entity, and the firm discloses and seeks to mitigate the conflicts that affiliation can create. The firm also conducts participant education and occasional workshops for retirement plans, which is less common among peers and reflects an emphasis on collaborative plan‑level and participant‑level support.
Client services
Expertise
Occupation focus
Fee options
Fixed fee financial planning ranges from $3,000 to $6,000 initial; subsequent meetings $1,000 to $2,000 each
$0 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $8,000,000: 0.80% $8,000,001+: 0.70%
Financial planning hourly rate $85.00 per hour; Tax preparation hourly rate $380 per hour (via affiliated entity)
Minimum fee: Minimum annual fee is $2,500 including both investment management and ongoing planning Fee-only: Fee-only financial planning services; no commissions or third-party compensation
Main office
6021 S. Syracuse Way, Suite 312
Greenwood Village CO 80111
Advisors at this office
2
Most active in
Arizona · Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michael B
Series 66
Greenwood Village, CO
Downing Street Wealth Management LLC
Michael Borelli is a financial advisor at Downing Street Wealth Management LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and National Cinemedia LLC. Downing Street Wealth Management provides fee-only financial planning and discretionary investment management for individuals, high-net-worth households, trusts, estates, and retirement plan sponsors. The firm employs a long-term, predominantly passive investment approach using mutual funds, ETFs, and occasional individual equities and bonds, supported by an affiliated tax-preparation and tax-planning entity.
Robert M
Series 65
Greenwood Village, CO
Downing Street Wealth Management LLC
Robert Morrison is a financial advisor at Downing Street Wealth Management LLC in Greenwood Village, CO, with 15 years of industry experience. He holds a Series 65 designation and has been with Downing Street Wealth Management since 2010. In addition to his advisory role, Morrison provides certified public accountant and tax preparation services through an affiliated tax management entity. Downing Street Wealth Management offers fee-only financial planning and discretionary investment management for individuals, high-net-worth households, trusts, estates, and retirement plan sponsors. The firm follows a long-term, predominantly passive investment approach and is formally affiliated with a tax practice that provides tax planning and preparation services to clients.
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