Daniel Schutte is a registered investment advisor at Schutte Financial LLC, 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 Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 64 clients with $19M 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 | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Total advisory fee ranges from 0.50% to 1.25% depending on the program selected, investment strategies involved, portfolio holdings, asset size of the account, and services provided. This range includes both Schutte Financial's fee and the third-party manager's fee (Betterment).
Fee Estimator
Location
3801 E. Florida Ave., Suite 600, Denver, CO, 80210
Get directionsHistory
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 works full-time as a project manager in information technology at Juniper Networks Inc. Since April 2023, this non-investment related activity involves 100 hours of securities trading.
Employment History
Current Registrations
Schutte Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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.