Jerad Daniels is a registered investment advisor at Edgerock Wealth Management, based in Denver, CO, with 2 years of industry experience. Jerad 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, Insurance Planning, and 3 more. Their firm serves 575 clients with $580M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
7001 East Belleview Ave, Suite 800, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Edgerock Wealth Management
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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