Daniel Sendi is a CFP-designated registered investment advisor at Portfolio Advisory Group, INC., based in Alexandria, VA, with 27 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 71 clients with $120M 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 $100K | 2.00% |
| $100K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may differ due to particular client circumstances or as negotiated. The schedule lists maximum rates for each tier.
Fee Estimator
Location
5425 Duke Street, Alexandria, VA, 22304
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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 Activities
Daniel is the Vice President of Portfolio Tax Group Inc, providing tax, bookkeeping, and payroll services since 2010. He spends minimal time on this activity during security trading hours and about 10-20% of his time overall.
Employment History
Current Registrations
Portfolio Advisory Group, INC.
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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