Daniel Werts
Daniel Werts is a registered investment advisor at Buck Wealth Strategies, LLC, based in Denver, CO, with 9 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,948 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, or other factors, and are negotiable at the firm's sole discretion.
Fee Estimator
Location
4600 S. Syracuse Street, Suite 650, Denver, CO, 80237
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Daniel works full-time as a financial advisor for LTCPro, LLC, Madison Avenue Securities, LLC, and E.A. Buck Insurance. He also works full-time as an investment advisor representative for Buck Wealth Strategies.
Employment History
Current Registrations
Buck Wealth Strategies, LLC
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLC
Previous Registrations
Ae Wealth Management, LLC
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
State Registrations10 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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