Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on the market value of assets under management, up to 2.99% annually. Clients may also pay a platform fee of up to 0.25% annually for Wrap Fee Program accounts, covering securities transaction fees and reporting. Additional fees may apply for third-party Model Providers, Outside Managers, or custom portfolio models, potentially reaching up to 1% annually. Financial planning is offered at an hourly rate of up to $400 per hour or as a fixed engagement. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
602 S. 8th Ave., Safford, AZ, 85546
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Financial
January 2017Other Business ActivitiesSells Insurance
Daniel is a self-employed insurance agent selling fixed insurance and annuity products. He also serves as treasurer and board member for United Way, owns D.A. Morris Investments LLC for tax purposes, works as an admin assistant for Sorensen Financial, provides consulting services for Guidepoint Consultants, and works for both Infinity Accounting and Impact Funeral Partners performing accounting and bookkeeping tasks.