Daniel Funk is a CFP-designated registered investment advisor at T. Rowe Price Associates, INC., based in Sedalia, CO, with 21 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,887 clients with $2200B 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 | 0.75% |
| $5M+ | 0.50% |
Schedule reflects standard Private Asset Management services. Other investment strategies and managed account programs have separate fee schedules ranging from 0.05% to 0.95% depending on the asset class.
Fee Estimator
Location
Sedalia, CO
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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 works as an All Mountain Coach for Alterra Mountain Company's Winter Program, mentoring and coaching participants in advanced skiing. This non-investment related activity takes about 10-20% of his time during the season.
Employment History
Current Registrations
T. Rowe Price Associates, INC.
T. Rowe Price Investment Services, INC.
T. Rowe Price Investment Services, INC.Broker
Previous Registrations
T. Rowe Price Advisory Services, INC.
Edward JonesBroker
State Registrations53 states
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Exams
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