Daniel Claffey
Daniel Claffey is a registered investment advisor at Edmd Financial Strategies, LLC, based in San Ramon, CA, with 29 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 2 more. Their firm serves 75 clients with $2.5M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees may be negotiable. Clients may receive the same or comparable services from other financial advisors at a lower fee.
Fee Estimator
Location
6101 Bollinger Canyon Rd, Suite 328, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
Daniel is the owner of EDMD, which helps families with education funding strategies and tax preparation services, dedicating a few hours per week. He is also an independent registered investment advisor with EDMD Financial Strategies, LLC, spending about half his time on financial planning and asset management.
Employment History
Current Registrations
Edmd Financial Strategies, LLC
Previous Registrations
Edmd Financial Strategies, LLC
American Investors CompanyBroker
Franklin/templeton Distributors, INC.Broker
Raymond James Financial Services, INC.Broker
Sunamerica Securities, INC.Broker
Wall Street Financial Group, INC.Broker
Centaurus Financial, INC.Broker
Wma Securities, 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.