Daniel Rascoe is a registered investment advisor at Ensemble Financial, INC., based in Dallas, TX, with 23 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, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.80% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $750K | 2.05% |
| $750K - $1000K | 1.80% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.30% |
Fees are negotiable. Minimum account size is $50,000, which may be waived.
Fee Estimator
Location
Dallas, TX
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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 →Employment History
Current Registrations
Ensemble Financial, INC.
Titleist Capital, LLC
Titleist Capital, LLCBroker
Titleist Asset Management, LLC
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TradekingBroker
Nylife Securities LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
North American Clearing, INC.Broker
Walker Rose, INC.Broker
Hamershlag, Dodeles & CO., LLCBroker
Cathay Financial LLCBroker
National Financial Services CorporationBroker
Fidelity Brokerage Services, INC.Broker
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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