Daniel Ahmad is a CFP-designated registered investment advisor at Fiduciary Solutions LLC, based in Roseville, CA, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 563 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.45% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.15% |
These fees are paid to the third-party money manager (TPMM), not Fiduciary Solutions. Fiduciary Solutions charges a separate fee of 0.90% to 1.35% annually.
Fee Estimator
Location
2520 Douglas Blvd., Ste. 110, Roseville, CA, 95661
Get directionsHistory
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 the President of Peak Financial Freedom Group LLC, a financial planning and marketing organization, and PFFG Insurance Agency LLC, an insurance agency, dedicating a significant amount of time to both. He also provides mentoring and coaching services, including to licensed insurance agents, for about 10-20% of his time.
Employment History
Current Registrations
Fiduciary Solutions LLC
Previous Registrations
Fiduciary Solutions, LLC
Fiduciary Solutions, LLC
Qa3 Financial LLC
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.