MD
MD

Matthew David Daugherty

14 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
126 clients
Average Client Portfolio
$543K average
Assets Under Management
$68.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.50%
$100K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.50%
$2.5M+1.50%

Fees negotiable for accounts over $2,500,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

188 Inverness Drive West, Suite 100, Centennial, CO, 80112

Get directions

History

Regulatory History
Clean regulatory record

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

Matthew is an employee of Golden Eagle LLC and GEP LLC, providing biotech consulting services. This takes nearly all of Matthew's time, both during and outside of market hours.

Employment History
Current Registrations
Colorado Financial Service CorporationBroker
May 2016 - Present · 9 yrs 9 mos
Colorado Financial Service Corporation
May 2016 - Present · 9 yrs 9 mos
Colorado Financial Service Corporation
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Dinosaur Securities, L.L.C.Broker
June 2013 - June 2014 · 1 yr
Ascendiant Securities, LLCBroker
October 2011 - August 2012 · 10 mos
Alpha Strategies Investment Consulting
September 2011 - March 2015 · 3 yrs 6 mos
First Southwest CompanyBroker
January 2010 - June 2010 · 5 mos
Continental Investors Services, INC.Broker
September 2008 - January 2010 · 1 yr 4 mos
Western Equity Group, INC.Broker
July 2008 - August 2008 · 1 mo
Securian Financial Services, INC.Broker
December 2007 - December 2007 · 0 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.