Daniel Mahoney is a CFP-designated registered investment advisor at 360 Financial, based in Wayzata, MN, with 41 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,206 clients with $700M 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 $200K | 1.60% |
| $200K - $750K | 1.50% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $21.0M | 0.65% |
| $21.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees are generally negotiable and household totals are taken into account when determining the fee rate.
Fee Estimator
Location
849 Lake Street East, Wayzata, MN, 55391
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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 →Other Business Activities
Daniel is associated with 360 Financial as a Registered Investment Advisor (RIA) and DBA since 2013. He dedicates his full time to these activities.
Employment History
Current Registrations
360 Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations6 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.
Exams
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