Daniel Weeks is a CFP-designated registered investment advisor at Nilsine Partners, LLC, based in Greenwood Village, CO, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 5 more. Their firm serves 559 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Maximum annual fee is 1.80%. Fees are negotiable depending on client circumstances and account type. Minimum annual fee of $12,500 may apply to new clients.
Fee Estimator
Location
5675 Dtc Boulevard, Suite 175, Greenwood Village, CO, 80111
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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 →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 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.
Exams
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