Daniel Weeks is a CFP-designated registered investment advisor at Nilsine Partners, LLC, based in Greenwood Village, CO, with 18 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 544 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nilsine Partners manages investment portfolios for a fee, with a maximum annual fee of 1.80%. The fee is calculated quarterly in advance based on the value of your account. Adjustments are made for large deposits or withdrawals. The advisory fee is negotiable. Nilsine Partners also utilizes a platform that makes available professionally managed alternative investment strategies. Nilsine Partners clients will be charged management fees for these private investments which shall be set forth in separate offering documents.
Location
5675 Dtc Boulevard, Suite 175, Greenwood Village, CO, 80111
Get directionsHistory
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 →Employment History
Current Registrations
Nilsine Partners, LLC
Previous Registrations
Umb Family Wealth, LLC
Umb Financial Services, INC.
Sound Stewardship, LLC
Cambridge Investment Research Advisors, INC.
Waddell & Reed, INC.
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.