Daniel Hayes is a registered investment advisor at Argos Wealth Advisors LLC, based in Park City, UT, with 29 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 233 clients with $900M 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 $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees on assets over $100 million are negotiable. Some family and friend clients may be eligible for a fee break which is negotiable.
Fee Estimator
Location
Park City, UT
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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 →Other Business Activities
Daniel owns a 1.25% stake as a limited partner in Eatdrinknj LLC, a restaurant in Milburn, NJ, since May 2019. He has no active role in managing the business and spends no time on it.
Employment History
Current Registrations
Argos Wealth Advisors LLC
Previous Registrations
Argos Wealth Advisors LLC
Bessemer Investor Services, INC.Broker
Dljdirect INC.Broker
M.S. Farrell & Company, INC.Broker
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.