Daniel Gamache is a CFA-designated registered investment advisor at Kilterhowling LLC, based in Littleton, CO, with 14 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, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 207 clients with $290M 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 - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable based on the advisor, client type, complexity, account composition, and total assets managed.
Fee Estimator
Location
2650 West Belleview Ave, Suite D100, Littleton, CO, 80123
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2019Customer Dispute
June 2018Employment History
Current Registrations
Kilterhowling LLC
Previous Registrations
Thornburg Investment Management INC
Thornburg Securities LLCBroker
Quasar Distributors, LLCBroker
Ifam Capital
Ifm Capital Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.
Exams
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