Daniel Jankelunas
Daniel Jankelunas is a CFP-designated registered investment advisor at Client First Financial Advisors, LLC, based in Coral Springs, FL, with 28 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 6 clients with $5.6M 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 | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees may be negotiable within each tier. Fee breaks occur as portfolio value exceeds each tier level.
Fee Estimator
Location
Coral Springs, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2010Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Daniel is involved with Spectrum Beneficial Services, an insurance agency and business consulting firm, dedicating about a quarter of his time. He derives 30% of his income from this business.
Employment History
Current Registrations
Client First Financial Advisors, LLC
Previous Registrations
Personal Financial Profiles 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.