Matthew Daugherty
Matthew Daugherty is a registered investment advisor at Colorado Financial Service Corporation, based in Centennial, CO, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 126 clients with $68M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees over $2,500,000 are negotiable.
Fee Estimator
Location
188 Inverness Drive West, Suite 100, Centennial, CO, 80112
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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
Matthew is an employee of Golden Eagle LLC and GEP LLC, providing biotech consulting services. This takes nearly all of Matthew's time, both during and outside of market hours.
Employment History
Current Registrations
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Colorado Financial Service Corporation
Previous Registrations
Dinosaur Securities, L.L.C.Broker
Ascendiant Securities, LLCBroker
Alpha Strategies Investment Consulting
First Southwest CompanyBroker
Continental Investors Services, INC.Broker
Western Equity Group, INC.Broker
Securian Financial Services, 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.