Advisor at McKelvey & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McKelvey & Associates, Inc.
Location
Vail, CO 81657
Credentials
Series 65
Industry experience
1 year
Daniel Mckelvey is a financial advisor with McKelvey & Associates, Inc. in Vail, CO. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at ClearChoice Management Services and spent two years as a stay-at-home parent. McKelvey & Associates, Inc. provides discretionary portfolio management for pooled and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm integrates tax and accounting services alongside investment management, employing a combined approach of fundamental, technical, and cyclical analysis across a broad range of investment instruments.
Based on McKelvey & Associates, Inc.
Based on McKelvey & Associates, Inc.
$0+: Up to 1.50% annually for portfolio management services $0+: Up to 0.15% annually for non-managed assets included in reviews and reports
Hourly charges are reported by the firm in SEC Form ADV Part 1, but specific hourly rates are not stated in the brochure.
Account minimum: $1,000,000 Fee-only: Annual fee up to 1.50% of assets under management, negotiable, payable quarterly in advance.
4051 Bighorn Rd, Unit 11 I
Vail, CO 81657
Colorado
McKelvey & Associates, Inc.
2023 - Present (3 years)
Stay at home parent
2021 - 2023 (2 years)
ClearChoice Management Services
2014 - 2020 (6 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.
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