Daniel Cloud is a ChFC-designated registered investment advisor at Cloud, Minturn & Associates, LLC, based in Torrance, CA, with 20 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Cloud, Minturn & Associates, LLC will be compensated in one of two different ways for this service: 1. As a percentage of assets under consultation, generally ranging from 0.3% to 1.0% of the client's assets. 2. Cloud Minturn & Associates, LLC will be paid a portion of the fee charged by the independent money manager, generally ranging from 20% to 70% of the total advisory fee.
Fee Estimator
Location
3858 W. Carson Street, Suite # 204, Torrance, CA, 90503
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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 →Employment History
Current Registrations
Cloud, Minturn & Associates, LLC
Previous Registrations
Cloud, Minturn & Associates, LLC
Ameritas Investment CORP
State Registrations1 state
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