Daniel Gomez
Daniel Gomez is a registered investment advisor at Lone Peak Advisers, based in Salt Lake City, UT, with 34 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 905 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.90% |
The total asset management fee will not exceed 2.9% annually. Fees are negotiable based on account size and complexity. Friends, family, and firm representatives may receive fee discounts.
Fee Estimator
Location
6715 S. 1300 East, Salt Lake City, UT, 84121
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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 ActivitiesSells Insurance
Daniel is a life insurance broker since 1991, dedicating about a quarter to nearly full-time hours to insurance sales and service. He is also president of Gomez Corp. Financial Services & Insurance, offering securities and insurance services, taking up most of his time. Daniel also serves on the governing boards of Intermountain Healthcare and Select Health Insurance, dedicating minimal time to each.
Employment History
Current Registrations
Lone Peak Advisers
Transitional Broker LLC
Transitional Broker LLCBroker
Previous Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Ameritas Investment CORP.Broker
Financial Network Investment CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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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