Daniel Bereck is a CFP-designated registered investment advisor at Financial Consulting Associates, based in Boulder, CO, with 27 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 28 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.50% |
| $100K - $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | 0.60% |
Fees for accounts over $2,000,000 are negotiable. Clients with accounts over certain thresholds who have participated for over 3 or 6 years qualify for longevity discounts.
Fee Estimator
Location
1200 Pearl Street, Suite 210, Boulder, CO, 80302-5237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Consulting Associates
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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