Daniel Danese
Daniel Danese is a CFP-designated registered investment advisor at Legacy Solutions, LLC, based in Fort Washington, PA, with 40 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 242 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and can vary based on factors such as the amount of assets invested, complexity, and servicing needs. Similar clients could pay different fees.
Fee Estimator
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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 ActivitiesSells Insurance
Daniel is a Manager and IAR at Legacy Solutions, LLC, spending nearly full-time advising clients. He is also President and Agent at Legacy Solutions Incorporated, dedicating about 10-20% of his time to insurance sales for risk management. Additionally, Daniel is a sole proprietor involved in real estate investment, development, and rental, spending minimal time on this activity.
Employment History
Current Registrations
Legacy Solutions, LLC
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
1717 Capital Management CompanyBroker
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
State Registrations19 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.