Daniel Saur
Daniel Saur is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Plano, TX, with 31 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Pointe charges a percentage of your portfolio's value each year for investment advice. This fee is negotiable and can range from 0.50% to 1.50% annually, but there is a minimum quarterly fee of $1,250.
Beacon Pointe also uses third-party managers, and their fees are separate from Beacon Pointe's fees. Some clients may pay a percentage of profits from certain investments instead of a management fee. Clients in the American Funds F-2 Direct Program pay between 0.25% and 1.0% of the value of assets invested in the program. Clients in the sub-advisory program through SEI pay a 0.08% fee in addition to the advisory fee paid to Beacon Pointe.
Location
5810 Tennyson Pkwy., Suite 525, Plano, TX, 75024
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2017Customer Dispute
January 2017Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Daniel is a licensed insurance agent with Beacon Pointe Insurance Services, LLC since April 2021, focusing on life, disability, and long-term care insurance sales. This activity takes a few hours per week.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Kalos Capital, INC.Broker
D.R. Saur Financial, 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.