Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning and consulting fees range from $500 to $5,000, depending on the scope and complexity of services. Investment management fees are negotiable and vary based on the advisor's relationship with the client, portfolio size, and services provided, with a maximum of 2.95%. Amplify Separately Managed Account Manager Fees range from 0.20% to 1.50%, billed quarterly in advance. Continuum Advisory retains a portion of these fees, ranging from 0.00% to 0.20%. Retirement plan consulting fees are either fixed (up to $40,000) or asset-based (0.15% to 1.00%).
Areas of Practice
Advisor Information
Office location
180 Spring Street, Pleasanton, CA, 94566
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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 the President/Owner of Mindshare Group, a health insurance and benefits consulting firm, since 2001. He dedicates full-time hours to this activity, with a significant portion during trading hours.