Daniel Davila
Daniel Davila is a PFS-designated registered investment advisor at Austin Wealth Management, LLC, based in Austin, TX, with 34 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 629 clients with $1.1B 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% |
Rates shown are for investment management only. When packaged with financial planning, the first $250,000 has no AUM fee. 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.
Exams
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