Daniel Schniedwind is a CFA-designated registered investment advisor at Ami Asset Management CORP, based in Denver, CO, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,221 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fee schedule is for Domestic Large Cap Growth, Domestic Small Cap Growth, Amplified Growth Strategy and Domestic Large Cap Equity Income. Government/Corporate Fixed Income: 0.60% for all asset amounts. Intermediate Quality Tax Exempt Fixed Income: 0.50% for all asset amounts. High Yield Capital Appreciation Accounts: 1.00% for all asset amounts. Fees are negotiable.
Fee Estimator
Location
1200 17th Street Floor 10, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ami Asset Management CORP
Previous Registrations
Ami Asset Management CORP
State Registrations2 states
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