Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Financial planning and consulting fees range from $150 to $250 per hour. Investment management fees are calculated monthly in arrears based on a tiered schedule (see table above) and are negotiable. There is no minimum fee or account size to establish a relationship. Clients may incur additional fees such as brokerage and custodial charges, as well as internal management fees for mutual funds and ETFs.
Areas of Practice
Advisor Information
Office location
Glendale, AZ
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 Activities
Daniel is the founder, owner, and manager of Heirloom Property Solutions, LLC, a real estate investing company. This non-investment related activity takes about half of his time.