Daniel Meyers is a registered investment advisor at Adventure Wealth Advisors, based in Ridgway, CO, with 6 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 31 clients with $25M 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 - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
This is a blended fee schedule where the initial tiers are continuously in effect. Fees can be negotiable on the advisor’s discretion.
Fee Estimator
Location
Ridgway, CO
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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 works as a maintenance project manager for Recapture Lodge since 2019. This takes a few hours per week and minimal time during business hours.
Employment History
Current Registrations
Adventure Wealth Advisors
State Registrations3 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.