Daniel Umansky
Daniel Umansky is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in San Diego, CA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
San Diego, CA
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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 →Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Calton & Associates, INC.Broker
LPL Financial LLCBroker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
VALIC Financial Advisors, INC.Broker
Essex National Securities, INC.Broker
Bisys Fund Services Limited PartnershipBroker
Wells Fargo Securities INC.Broker
Gna Securities, INC.Broker
First Imperial Investor Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.