Daniel Bereck is a CFP-designated registered investment advisor at Financial Consulting Associates, based in Boulder, CO, with 27 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 28 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Consulting Associates manages investments using a percentage of your portfolio's value. The fee is calculated quarterly, billed in advance. The annual fee varies based on the value of your portfolio. Clients with accounts over $100,000 for over three years or accounts over $50,000 for over six years may be eligible for a "Longevity Discount." The minimum account size is $250,000, but accounts over $100,000 may be considered.
The following fee structure applies to the entire valuation:
- Up to $50,000: 1.50% per year
- $50,000 to $100,000: 1.50% per year
- $100,000 to $200,000: 1.25% per year
The following fee structure applies to amounts over $200,000:
- $200,000 to $500,000: $2,000 plus 1.00% per year
The following fee structure applies to amounts over $500,000:
- $500,000 to $1,000,000: $4,000 plus 1.00% per year
The following fee structure applies to amounts over $1,000,000:
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$1,000,000 to $1,500,000: $7,000 plus 0.70% per year
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$1,500,000 to $2,000,000: 0.60% per year
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Over $2,000,000: Negotiable
Location
1200 Pearl Street, Suite 210, Boulder, CO, 80302-5237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Consulting Associates
State Registrations1 state
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