Daniel Werts
Daniel Werts is a registered investment advisor at Buck Wealth Strategies, LLC, based in Denver, CO, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,371 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buck Wealth Strategies manages your investments for a fee based on a percentage of the assets they manage. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account and the complexity of your portfolio. The maximum annual advisory fee is 1.50%. Fees are billed monthly. Employees and their family-related accounts are charged a reduced fee.
Location
4600 S. Syracuse Street, Suite 650, Denver, CO, 80237
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Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Daniel works full-time as a financial advisor for LTCPro, LLC, Madison Avenue Securities, LLC, and E.A. Buck Insurance. He also works full-time as an investment advisor representative for Buck Wealth Strategies.
Employment History
Current Registrations
Buck Wealth Strategies, LLC
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLC
Previous Registrations
Ae Wealth Management, LLC
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
State Registrations10 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.