Daniel Roeske
Daniel Roeske is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
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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
Daniel is involved with several entities: Concurrent Partners (holding company), TailorMade Financial Inc (wealth management of insurance products), TailorMade Ten, LLC (owner), and Concurrent Investment Advisors, LLC d/b/a TailorMade Wealth Counsel (President). He spends nearly full-time on client relations at Concurrent Investment Advisors, and minimal time on the other entities.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
The Leaders Group, INC.Broker
Nrp Financial, INC.Broker
P.J. Robb Variable CorporationBroker
The Leaders Group, INC.Broker
AXA Distributors, LLCBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Cigna Financial Advisors,inc.Broker
State Registrations14 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.