Daniel Alberth
Daniel Alberth is a CFP-designated registered investment advisor at Athena Advisor Services, LLC, based in Lombard, IL, with 27 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 187 clients with $82M 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% |
Fee Estimator
Location
1 E 22nd Street, Suite 405, Lombard, IL, 60148
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Daniel is a partner at Athena Advisor Services, LLC, working as a financial planner nearly full-time. He is also insurance licensed, offering life, long-term care, and disability income coverage as a broker when financial planning indicates such solutions.
Employment History
Current Registrations
Athena Advisor Services, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Athena Advisor Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
M Holdings Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations5 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.