Daniel Caycedo is a ChFC-designated registered investment advisor at Cayden Wealth Management, based in Broomfield, CO, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 104 clients with $22M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Annual fees for accounts above $250,000 are negotiable. Foundations service tier charges a flat 0.50% AUM fee. Emerging Wealth tier includes AUM management.
Fee Estimator
Location
8181 Arista Place, Suite 100, Broomfield, CO, 80021
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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.
Learn about disclosures →Other Business Activities
Daniel is a director at CayDen LLC, providing business consulting and bookkeeping services since 2021. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cayden Wealth Management
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations5 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.
Exams
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