Advisor at Lovett Investment Consulting LLC
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Firm
Lovett Investment Consulting LLC
Location
Steamboat Springs, CO
Credentials
CFP®
Industry experience
18 years
Daniel Lovett is a CFP® with 18 years of experience in financial advisory and over 28 years as a CPA operating his sole proprietorship. He has led Lovett Investment Consulting LLC since 2007, serving clients from Steamboat Springs, CO. Lovett maintains an active accounting practice alongside his advisory work. Lovett Investment Consulting provides family-office style investment advisory services to a select group of high-net-worth families and related entities, focusing on strategic asset allocation using mutual funds, ETFs, third-party managers, and limited individual securities. The firm’s integrated approach includes periodic portfolio reviews informed by valuation metrics and close affiliation with accounting services.
Based on Lovett Investment Consulting LLC
All fees are flat fees negotiated in advance on a case-by-case basis and billed quarterly in arrears.
Account minimum: $5,000,000
Steamboat Springs, CO
Colorado
Lovett Investment Consulting LLC
2007 - Present (19 years)
Daniel Clay Lovett CPA - Sole Proprietorship
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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 63, Series 65
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