Downing Street Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Downing Street Wealth Management serves individuals, high‑net‑worth clients, trusts and estates, offering discretionary investment management, fee‑only financial planning, and retirement plan advisory services. The firm also provides tax planning and tax return preparation through an affiliated tax entity, with those tax services provided under a separate engagement.
The firm uses a long‑term, predominately passive approach, implementing diversified asset allocation with mutual funds and exchange‑traded funds—typically institutional share classes—to control costs while aligning portfolios with each client’s risk tolerance, time horizon and liquidity needs. Financial planning is integrated into the investment process and the firm conducts periodic reviews and coordinates with other client advisors as appropriate.
Distinctive features include the firm’s affiliation with an accounting/tax practice, which enables coordinated tax and investment advice while keeping tax preparation as a separate service, and dedicated staff time for tax season work. The firm also offers participant‑level education and periodic client workshops for retirement plans and other topics, an educational offering that is less common among similarly sized advisory firms.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $3,000 to $6,000 for initial plan, subsequent meetings $1,000 to $2,000
$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%
$85 per hour for financial planning services if hourly rate option chosen; tax preparation services charged separately at $380 per hour
Minimum fee: Minimum annual fee including investment management and ongoing planning is $2,500 Fee-only: Fee-only financial planning fees negotiable; fixed fee range $3,000 to $6,000 for initial plan, subsequent meetings $1,000 to $2,000 each; hourly rate $85 per hour
Main office
6312 S Fiddlers Green Circle, Suite 300E
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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 in Greenwood Village, CO, 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 serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management, fee-only financial planning, and retirement plan advisory services. The firm employs a predominantly passive, long-term approach using diversified asset allocation and offers integrated financial planning along with coordinated tax and investment advice through an affiliated tax practice.
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, Colorado, holding a Series 65 designation with 16 years of industry experience. He has been with Downing Street Wealth Management since 2010 and has also been self-employed since 2009. Morrison provides certified public accountant and tax preparation services through a related tax management business, dedicating approximately 20-30 hours per week to this work. Downing Street Wealth Management serves individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management, fee-only financial planning, and retirement plan advisory services. The firm uses a long-term, predominantly passive approach with diversified asset allocation and integrates financial planning with investment management, supported by an affiliated tax practice that offers coordinated tax and investment advice.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)