Daniel Lovett
Daniel Lovett is a CFP-designated registered investment advisor at Lovett Investment Consulting LLC, based in Steamboat Springs, 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 High Net Worth, Investment Management. Their firm serves 35 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lovett Investment Consulting does not have a set fee schedule. All fees are flat fees and are negotiated in advance between each client and Lovett Investment and are billed quarterly in arrears.
Location
Steamboat Springs, CO
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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.
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Daniel operates a sole proprietorship, Daniel Clay Lovett CPA, in his capacity as a CPA. This takes a few hours per week.
Employment History
Current Registrations
Lovett Investment Consulting LLC
State Registrations1 state
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