Daniel Rodriguez
Daniel Rodriguez is a registered investment advisor at Sensus Wealth Management Group LLC, based in San Antonio, TX, with 25 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 79 clients with $33M 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 $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Standard fee is up to 1.60% per year. American Funds legacy accounts use the specific tiered schedule shown. Annuity accounts are charged 1.60% annually.
Fee Estimator
Location
8000 Ih 10 West, Suite 1500, San Antonio, TX, 78230
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 holds an insurance license and receives commissions, dedicating minimal time to this activity. He is also a managing member of SENSUS Capital Group LLC and Investor Funding - Roof Top Living Near the Pearl LLC, both involved in capital formation, management consulting, and real estate development, as well as Vice President of SENSUS Entertainment Group LLC.
Employment History
Current Registrations
Sensus Wealth Management Group LLC
Previous Registrations
Facilitar Capital Group LLC
Investment Professionals, INC.
Multi-Financial Securities Corporation
Ifg Advisory Services 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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