Daniel Matheson
Daniel Matheson is a ChFC-designated registered investment advisor at K2 Wealth Management, based in Blythewood, SC, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 6 clients with $200K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
K2 Wealth Management offers three client service plans with different fees:
- Base Camp Plan (Foundational Management): A minimum annual fee of $3,000, or 1.20% on the first $250,000 and 1.00% on assets over $250,000.
- Ascent Plan (Comprehensive Management): A minimum annual fee of $5,000, or 1.00% on the first $1,000,000, 0.80% on $1,000,001–$3,000,000, and 0.60% on assets over $3,000,000.
- Summit Plan (Personal CFO Services): A fixed $10,000 annual financial planning fee, plus 0.60% on the first $2,000,000, 0.50% on $2,000,001–$5,000,000, and 0.35% on assets over $5,000,000.
All fees are negotiable.
Location
Blythewood, SC
Get directionsHistory
Regulatory History (3)
Regulatory
January 2023Regulatory
March 2018Regulatory
February 2017Other Business ActivitiesSells Insurance
Daniel is involved in insurance and tax advisory services as an IRS enrolled agent.
Employment History
Current Registrations
K2 Wealth Management
Previous Registrations
Penserra Wealth Management
Aspen Capital Management LLC
My Investment Advisor, INC.
Royal Alliance Associates, INC.Broker
American Portfolios Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.