Daniel Owens is a registered investment advisor at Elk River Wealth Management LLC, based in Denver, CO, with 15 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 285 clients with $970M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees may be negotiable. The total blended fee, including Elk River's fee and the Independent Manager's fee, will not exceed 1.00% annually.
Fee Estimator
Location
250 Fillmore Street, Suite 425, Denver, CO, 80206
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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 minority owner of GO REO LLC, a family-owned farmland property, dedicating minimal time to it. He also serves as a board member for Team Bradley Bear, a charitable organization, spending a few hours per week advocating and providing guidance.
Employment History
Current Registrations
Elk River Wealth Management LLC
Previous Registrations
Elk River Wealth Management LLC
Bok Financial Private Wealth, INC.
Cobiz Wealth
Banc One Securities Corporation
State Registrations2 states
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