DZ
CFA

Daniel William Zolet

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
29 advisors
Number of Clients
977 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

RiverFront is compensated by receiving a mutually agreed upon fee that is a percentage of assets under management in a client account. RiverFront’s advisory fees are negotiable and will vary from program to program, but typically do not exceed 0.50% per year on a client’s account assets under management, calculated on a quarterly basis. Specific information on the investment advisory fees payable to RiverFront under a wrap fee program will be provided by the applicable Sponsor Firm.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness OwnersCorporate ExecutivesHigh Net WorthMiddle IncomeNovice Investors
Loading...

Advisor Information

Office location

Elmhurst, IL

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Riverfront Investment Group, LLC
September 2021 - Present · 4 yrs 4 mos
State Registrations2 states
ILVA
Advisor
Exams
No exam information available for this advisor.