Daniel Rowland
Daniel Rowland is a registered investment advisor at Rowland Financial Services, based in Roseville, CA, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees can be negotiable if clients have additional services through the firm.
Fee Estimator
Location
3017 Douglas Blvd # 300, Roseville, CA, 95661
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Daniel owns Rowland Agency, an insurance brokerage specializing in employee benefits and sales/service of life, accident, health/DI/LTC, and annuity client accounts, since 1977. This takes more than half of Daniel's time.
Employment History
Current Registrations
Rowland Financial Services
Previous Registrations
Metlife Securities INC.
New England Securities Corporation
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.