Daniel Osgood
Daniel Osgood is a registered investment advisor at "tate Asset Management" and "dco Wealth Management", based in Rancho Santa Fe, CA, with 24 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 245 clients with $320M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees are negotiable above $2,500,000.
Fee Estimator
Location
5531 Cancha De Golf, Suite #105, Rancho Santa Fe, CA, 92091
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
Daniel is the President and CEO of DCO Wealth Management, Inc., providing financial organization services. He spends about half his time in this role, half of which is during securities trading hours.
Employment History
Current Registrations
"tate Asset Management" and "dco Wealth Management"
Previous Registrations
Advanced Practice Advisors, LLC
Concert Wealth Management, INC.
Wells Fargo Advisors, LLC
Piper Jaffray & CO.
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.