Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly. Financial planning and consulting are charged hourly (up to $350/hour) or flat fee ($1,500 to $10,000), with a 50% retainer. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750 to $10,000), or as a percentage of plan assets (up to 2.00%).
Areas of Practice
Advisor Information
Office location
201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Daniel is affiliated with multiple entities including Redwood Investment Group, Golden State Wealth Management, and Pointwealth Capital Management, providing investment advisory services. He is also the co-founder of Golden State Insurance Services, LLC, spending minimal time on this activity.