Daniel Koerner is a CFA-designated registered investment advisor at James R. Martin Consulting, INC, based in Vancouver, WA, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 237 clients with $440M 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 | 1.00% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $6.0M | 0.50% |
| $6.0M - $11.0M | 0.40% |
| $11.0M - $16.0M | 0.30% |
| $16.0M - $26.0M | 0.25% |
| $26.0M - $36.0M | 0.20% |
| $36M+ | 0.10% |
Fees are sometimes used as guidelines in determining a client’s fee arrangement. Some clients may be grandfathered under a lower fee structure and JRM may render some services pro bono or at material discounts. It is at JRM’s discretion what management fee a client will be charged.
Fee Estimator
Location
1111 Main Street, Suite 612, Vancouver, WA, 98660
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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 →Employment History
Current Registrations
James R. Martin Consulting, INC
Previous Registrations
Newfocus Financial Group, LLC
Harris Investor Services, INC.
Partners for Prosperity, INC.
William Blair & Company L.L.C.
State Registrations1 state
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