Daniel Simonds
Daniel Simonds is a CFP-designated registered investment advisor at Contrary Investment Advisors, based in Bloomfield, NJ, with 30 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 82 clients with $100M 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 | 0.70% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
Bloomfield, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Since 1990, Daniel has been a licensed insurance agent providing employee benefits, life insurance, and health insurance. He dedicates minimal time to this business, receiving considerable assistance from brokerage agencies and insurance carriers.
Employment History
Current Registrations
Contrary Investment Advisors
Previous Registrations
H. Beck, INC.
Grove Point Investments, LLCBroker
State Registrations7 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.