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Daniel Figliola
26 Years of Experience
Thornton, CO
1 Disclosure
Daniel Figliola is a registered investment advisor at Alpine Capital Partners, LLC, based in Thornton, CO, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 12 clients with $9.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$795K average
Assets Under Management
$9.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.38% |
| $8M+ | 0.38% |
Fees are negotiable for accounts over $8,000,000. Lower fees apply to fixed income only portfolios.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Thornton, CO
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2003Closed-No Action
Employment History
Current Registrations
Alpine Capital Partners, LLC
November 2009 - Present · 16 yrs 5 mos
Previous Registrations
Coldstream Capital Management INC
January 2008 - August 2009 · 1 yr 7 mos
Strategic Advisers, INC.
January 1999 - March 2008 · 9 yrs 2 mos
State Registrations1 state
CO
Advisor
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
No exam information available for this advisor.