DM
DM
Daniel Madura
33 Years of Experience
Santa Rosa Beach, FL
1 DisclosureBroker
Daniel Madura is a registered investment advisor at Wells Fargo Advisors, based in Santa Rosa Beach, FL, with 33 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
Santa Rosa Beach, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2020Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2016 - Present · 10 yrs 4 mos
Wells Fargo Advisors
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
June 2007 - February 2016 · 8 yrs 8 mos
Credit Suisse Securities (USA) LLC
June 2007 - February 2016 · 8 yrs 8 mos
Morgan Stanley & CO., Incorporated
April 2007 - June 2007 · 2 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - June 2007 · 2 mos
Morgan Stanley
April 2000 - April 2007 · 7 yrs
Morgan Stanley Dw INC.Broker
March 2000 - April 2007 · 7 yrs 1 mo
Painewebber IncorporatedBroker
August 1994 - March 2000 · 5 yrs 7 mos
Prudential Securities IncorporatedBroker
February 1993 - August 1994 · 1 yr 6 mos
Oppenheimer & CO., INC.Broker
December 1992 - February 1993 · 2 mos
State Registrations19 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.