Daniel Sigurdson
Daniel Sigurdson is a registered investment advisor at Strategic Wealth Group, based in Plymouth, MN, with 38 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, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 3,557 clients with $1.5B 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Alternatively, a flat fee of up to 2.0% may apply.
Fee Estimator
Location
Two Carlson Parkway, 2 Carlson Pkwy N, Plymouth, MN, 55447
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 works as an agent for Focus Financial Network Inc., selling and servicing fixed insurance products, and as a financial advisor for the same company, dedicating nearly full-time hours to investment advisory activities. He also volunteers as a committee member for Minnetonka School Dist 276, advising on the selection and review of the trust's independent investment advisor, spending minimal time on this role.
Employment History
Current Registrations
Strategic Wealth Group
Previous Registrations
Focus Financial
Osaic Wealth, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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