Daniel Davila is a PFS-designated registered investment advisor at Austin Wealth Management, LLC, based in Austin, TX, with 33 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 723 clients with $770M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
First $250,000 of managed assets is included with financial planning services. Fees over $5,000,000 are custom.
Fee Estimator
Location
5209 Burnet Road, Ste. 210, Austin, TX, 78756
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2017Customer Dispute
August 1996Employment History
Current Registrations
Austin Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Austin Wealth Management, LLC
Triad Advisors, INC.
Vision Capital Partners, INC.
Triad Advisors, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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.