Daniel Wolford
Daniel Wolford is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Westerville, OH, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
612 Office Parkway, Suite B, Westerville, OH, 43082
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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 the President and CCO of Swisher Financial Concepts, Inc., a financial advisory firm and insurance agency, dedicating full-time hours to this role. He also owns 50% of Kidman, LLC, a real estate ownership company, spending minimal time on bookkeeping and rent collection.
Employment History
Current Registrations
Private Client Services, LLCBroker
Swisher Financial Concepts, INC.
Previous Registrations
The O.N. Equity Sales CompanyBroker
State Registrations10 states
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