Daniel Carnes is a registered investment advisor at Elderado Financial, INC, based in Montrose, CO, with 7 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, Investment Management, Retirement Planning. Their firm serves 413 clients with $240M 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 $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees may be negotiated per advisor discretion.
Fee Estimator
Location
1030 S. Townsend Ave, Suite A, Montrose, CO, 81401
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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 →Employment History
Current Registrations
Elderado Financial, INC
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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