DB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
65 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M
Fee Structure
Financial Planning:Included in AUM fee
Hourly Rate:$100 - $300/hr
Fees for portfolio management are based on a percentage of the average daily balance, never to exceed 2% annually, billed monthly. Selected models may have additional management fees ranging from 0.25% to 1.00%. Financial planning services are included for portfolio management clients. Hourly consulting ranges from $100 to $300 per hour. Fixed fees and subscription-based fees are also available for financial planning, as documented in the financial planning agreement.
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
2665 S. Moorland Rd, Suite 212, New Berlin, WI, 53151
Get directionsRegulatory History (1)
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Judgment / Lien
February 1992Other Business ActivitiesSells Insurance
Daniel is a licensed independent insurance agent.
Employment History
Current Registrations
Encompass More Asset Management LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Scf Investment Advisors, INC.
July 2023 - October 2024 · 1 yr 3 mos
Global View Capital Management LLC
January 2014 - July 2023 · 9 yrs 6 mos
The Strategic Financial Alliance
November 2010 - December 2013 · 3 yrs 1 mo
Investment Advisors International, INC.
August 2008 - November 2010 · 2 yrs 3 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.