Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers both wrap-fee and non-wrap fee programs. In a wrap fee program, clients pay a single, bundled fee that covers investment advisory services and the execution of transactions. In a non-wrap fee program, the advisory fee does not include trade execution costs or other service charges, and these costs are incurred separately by the client. Variable annuities are excluded from wrap fee program billing.
Areas of Practice
Advisor Information
Office location
Fort Lauderdale, FL
Get directionsRegulatory History (1)
Criminal
October 1980Other Business ActivitiesSells Insurance
Dan hosts online author events, consults on LinkedIn business development, and enters joint work agreements to sell fixed life insurance. He also owns Tight Five LLC (life insurance consulting and agency), consults for Roach AG (agriculture marketing newsletter), works for Csenge Advisory Group (investment advisory and financial planning), and referees rugby games.