Daniel Sholian is a registered investment advisor at Matisse Capital, based in Portland, OR, with 43 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 353 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee structure may be amended from time to time by Matisse upon 30-60 days’ prior written notice. Fees may be negotiable based on the amount of assets being managed or in some situations a fixed fee.
Fee Estimator
Location
15350 SW Sequoia Pkwy, Suite 260, Portland, OR, 97224
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1993Employment History
Current Registrations
Matisse Capital
Previous Registrations
Deschutes Investment Advisors, INC.
Kms Financial Services, INC.Broker
Cantella & CO., INC.Broker
Raymond James Financial Services, INC.Broker
Deschutes Investment Advisors, INC.
Robert Thomas Securities, INCBroker
Dain Bosworth IncorporatedBroker
Ragen Mackenzie IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Foster & Marshall/american Express INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.