Daniel Newman
Daniel Newman is a CFP, ChFC-designated registered investment advisor at Noble Wealth Management P.B.C., 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 199 clients with $400M 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 $1.0M | 1.00% |
| $1.0M - $1.4M | 0.95% |
| $1.4M - $1.8M | 0.90% |
| $1.8M - $2.2M | 0.85% |
| $2.2M - $2.6M | 0.80% |
| $2.6M - $3.0M | 0.75% |
| $3.0M - $3.4M | 0.72% |
| $3.4M - $3.8M | 0.69% |
| $3.8M - $4.2M | 0.66% |
| $4.2M - $4.6M | 0.63% |
| $4.6M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When using sub-advisors, the client will pay additional fees that range between .25% - 1.0% depending on the account value, investment style and types of securities used.
Fee Estimator
Location
6400 S Fiddlers Green Circle, Suite 525, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (9)
Financial
February 2019Financial
January 2019Financial
January 2019Financial
February 2018Financial
August 2017Financial
May 2017Financial
March 2017Financial
March 2017Financial
March 2017Other Business Activities
Daniel works as a project manager for Business Transition Group, an investment-related business exit planning firm in Denver, CO. He dedicates minimal time to this activity.
Employment History
Current Registrations
Noble Wealth Management P.B.C.
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Key Investment Services LLCBroker
Key Investment Services LLC
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
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.