Daniel Nance
Daniel Nance is a CFP-designated registered investment advisor at Cedar Mountain Advisors, LLC, based in Lake Oswego, OR, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 877 clients with $1.1B 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 | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
5285 Meadows Rd, Suite 360, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Daniel works as an insurance sales agent, selling LTC and life insurance products since 2008. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cedar Mountain Advisors, LLC
Previous Registrations
Securities America, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Signator Investors, INC.Broker
State Registrations2 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.