Daniel Ascani
Daniel Ascani is a registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 36 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 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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Regulatory History (3)
Judgment / Lien
April 2021Customer Dispute
April 2020Customer Dispute
September 2016Other Business ActivitiesSells Insurance
Daniel is involved in several business activities, including being a registered investment advisor representative with Wealthcare Advisory Partners, LLC, which takes nearly full-time. He also has real estate and insurance-related activities, as well as assisting his step-son with a ride share business.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Independent Financial Partners
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Kovack Advisors, INC.
Kovack Securities INC.Broker
Weiss Capital Management, INC.
Weiss Capital Securities, INC.Broker
Oakbrook Investment Brokers, INC.Broker
Securities Service Network, INC.Broker
Shatkin Financial Services, INC.Broker
Spelman & CO., INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Prudential-Bache Securities INC.Broker
Dean Witter Reynolds 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.