Daniel Barney is a CFA-designated registered investment advisor at Jrb Capital Management, based in Steamboat Springs, CO, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 1 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JRB Capital Management manages investments through a private fund and separately managed accounts.
For separately managed accounts, fees are negotiable and range from 0.75% to 2.00% per year, based on the total value of the assets managed. Fees are paid monthly or quarterly in arrears.
Location
Steamboat Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jrb Capital Management
State Registrations1 state
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