Daniel Bauer is a registered investment advisor at Bauer Wealth Management INC., based in Colorado Springs, CO, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 162 clients with $210M 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 $10.0M | 1.25% |
| $10.0M - $30.0M | 1.00% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
This fee schedule is for Family Office Client Services. Concierge Wealth Management fees start at 1.5% on the first $1M, then 1.25% on the next $4M, then 1% on the next $5M, then 0.75% on amounts over $10M. Investment Management Only fees start at 1.25% on the first $1M, then 1% on the next $4M, then 0.75% on the next $5M, then 0.5% on amounts over $10M. Fees and minimums are negotiable.
Fee Estimator
Location
7680 Goddard Street, Suite 213, Colorado Springs, CO, 80920
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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 is a principal with Altruistic Investing, LLC.
Employment History
Current Registrations
Bauer Wealth Management INC.
Previous Registrations
Altruistic Investing
Charles Schwab & CO., INC.
State Registrations1 state
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