Daniel Glod
Daniel Glod is a CFP, ChFC-designated registered investment advisor at Stone Fortress Wealth Strategies, based in Huntingdon Valley, PA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 28 clients with $56M 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 | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Huntingdon Valley, PA
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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 owns an auto repair business, DDMT Enterprises Inc., dedicating minimal time to completing taxes and annual reports. He also spends about 10% of his time on insurance sales.
Employment History
Current Registrations
Stone Fortress Wealth Strategies
Previous Registrations
High Speed Alliance
Coventry Securities, LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blackrock Investments, LLCBroker
Blackrock Investment Management, LLC
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Union Brokerage Services, 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.