Daniel White is a CFP-designated registered investment advisor at Sestante Family Office, based in Coronado, CA, with 22 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. Their firm serves 19 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Sestante also charges certain clients an additional or stand-alone fixed monthly fee that is negotiated with each client based on the level and types of services provided.
Fee Estimator
Location
1330 Orange Avenue, Suite 250, Coronado, CA, 92118
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2003Customer Dispute
November 2000Employment History
Current Registrations
Sestante Family Office
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.