Daniel Haykin is a registered investment advisor at Haykin Wealth Management, CORP, based in Centennial, CO, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $15M 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 | 1.00% |
| $100K - $200K | 0.90% |
| $200K - $300K | 0.80% |
| $300K+ | 0.65% |
The fee is not negotiable.
Fee Estimator
Location
Centennial, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel owns Haykin Family Cidery, a non-investment related business. He dedicates about half his time to the cidery, but prioritizes securities trading during trading hours.
Employment History
Current Registrations
Haykin Wealth Management, CORP
Haykin, Michael
State Registrations1 state
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