TM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
632 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$100K
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:$175 - $250/hr
Investment management fees are negotiable, ranging from 0.05% to 1.5% of the account value, billed monthly or quarterly. Financial planning fees are separate and can be fixed ($1,500 to $5,000) or hourly ($175 to $250 per hour). Advisory services for individuals require a $100,000 account minimum, but this may be waived at Daybright's discretion.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
Denver, CO
Get directionsRegulatory 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 →Employment History
Current Registrations
Daybright Advisory Services, INC.
March 2023 - Present · 2 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2022 - February 2023 · 7 mos
Fidelity Brokerage Services LLCBroker
May 2019 - February 2023 · 3 yrs 9 mos
Gwfs Equities, INC.Broker
November 2018 - March 2019 · 4 mos
Transamerica Capital, INC.Broker
June 2001 - December 2016 · 15 yrs 6 mos
State Registrations2 states
COTN
Advisor
Exams
No exam information available for this advisor.