Steven Daniels
Steven Daniels is a registered investment advisor at Eudaimon Wealth Management, based in Mt. Crested Butte, CO, with 25 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $18M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
Mt. Crested Butte, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Eudaimon Wealth Management
Previous Registrations
Laurel Wealth Advisors, INC.
Mercer Global Advisors INC.
Mercer Advisors
State Registrations2 states
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