Daniel Matthews
Daniel Matthews is a registered investment advisor at High Peaks Wealth Strategies, based in Parker, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Location
Parker, CO
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 ActivitiesSells Insurance
Daniel is an independent insurance agent selling insurance products since January 2024, dedicating about 10-20% of his time. He also manages business operations as President of Matthews Pharmacy, Inc., a retail community pharmacy, spending a few hours per week.
Employment History
Current Registrations
High Peaks Wealth Strategies
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.