Marc Daner
Marc Daner is a CFP, ChFC-designated registered investment advisor at Daner Wealth Management, LLC, based in Alpharetta, GA, with 36 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 190 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
11475 Great Oaks Way, Suite 340, Alpharetta, GA, 30022
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2006Customer Dispute
September 2001Customer Dispute
June 1999Customer Dispute
May 1999Other Business ActivitiesSells Insurance
Marc is an independent insurance agent since 1990, focusing on insurance sales. He dedicates minimal time to this activity.
Employment History
Current Registrations
Daner Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.C. Bradford & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Keegan & Company, INC.Broker
Ids Marketing CorporationBroker
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.