Daniel Roccato is a registered investment advisor at Quaker Wealth Management LLC, based in Moorestown, NJ, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 458 clients with $370M 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 | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable. Family CFO fees are: - **0 - $499,999** — 1.00% per year - **$500,000-$999,999** — 0.85% per year - **$1,000,000 and above** — 0.65% per year
Fee Estimator
Location
70 East Main Street, Moorestown, NJ, 08057
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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 works as a financial expert in broadcast television news, providing reporting and analysis of financial and economic news since 2009. This activity requires minimal time, approximately 4 hours per month, including during trading hours.
Employment History
Current Registrations
Quaker Wealth Management LLC
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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