Daniel Schwenker
Daniel Schwenker is a registered investment advisor at D.A. Schwenker & Assoc.'s, INC., based in Worthington`, OH, with 41 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
D.A. Schwenker & Associates offers investment advisory services where fees are based on a percentage of the assets they manage. The minimum annual fee is 0.50% of your portfolio. These fees are negotiable depending on the account size and services performed. Fees are charged quarterly.
DASA also recommends Horter Investment Management (HIM) to manage client accounts. The annual fee for accounts managed by HIM generally ranges from 1.75% to 1.99%. Clients do not pay a separate advisory fee to DASA when using HIM.
Location
6797 N. High Street, Suite 210, Worthington`, OH, 43085
Get directionsHistory
Regulatory History (2)
Regulatory
February 1988Civil
November 1986Employment History
Current Registrations
D.A. Schwenker & Assoc.'s, INC.
Previous Registrations
Fsc Securities CorporationBroker
Keogler, Morgan & Company, INC.Broker
American Capital Equities, INC.Broker
Mutual Service CorporationBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations2 states
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.