Advisor at 56 Capital Partners, Ltd
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Firm
56 Capital Partners, Ltd
Location
Colorado Springs, CO 80920
Credentials
Series 66
Industry experience
4 years
Daniel Easton is a financial advisor at 56 Capital Partners, Ltd with four years of industry experience. He holds the Series 66 designation and previously worked at T. Rowe Price for six years. Outside of finance, he is involved in a woodworking business, Goose Creek Custom Woodworking. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, and retirement plans. The firm’s approach emphasizes asset allocation, diversification, and risk management across multiple asset classes, managing portfolios on a discretionary basis for most clients.
Based on 56 Capital Partners, Ltd
Based on 56 Capital Partners, Ltd
Financial planning fixed fees between $3,000 and $25,000 for initial plan or consultation; ongoing fixed fees generally $1,000 to $3,000 per year, semi-annual or quarterly
$0+: 1% annually for standard asset allocation models with typical investments like ETFs, stocks, bonds, and mutual funds +: 2% annually for asset management including options, derivatives, warrants, metals, complex products, hedging, and advanced investing methods
$100 to $500 per hour for ongoing financial planning and consulting services depending on complexity
1465 Kelly Johnson Blvd, Suite 200
Colorado Springs, CO 80920
Colorado
56 Capital Partners, LTD
2026 - Present (1 year)
T. Rowe Price
2019 - 2025 (6 years)
Goose Creek Custom Woodworking
2017 - Present (9 years)
Team Plumbing Inc.
2011 - 2017 (6 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Colorado Springs, CO
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