Daniel Laframboise
Daniel Laframboise is a registered investment advisor at Axion Wealth Advisors, based in San Diego, CA, 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 High Net Worth, Investment Management. Their firm serves 87 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Location
6265 Greenwich Drive, Suite 150, San Diego, CA, 92121
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2013Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Daniel is a licensed insurance agent and an investment adviser representative. He is also the co-founder of Axion Wealth Advisors, dedicating about a quarter of his time to this venture.
Employment History
Current Registrations
Axion Wealth Advisors
Dl Wealth Management Group
Previous Registrations
First Financial Equity Corporation
First Financial Equity CorporationBroker
Jrl Capital Advisors LLC
Jrl Capital CorporationBroker
Western Financial Advisors
Wfp SecuritiesBroker
State Registrations3 states
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.