Daniel Picinich is a CFP-designated registered investment advisor at Private Wealth Management, LLC, based in Exton, PA, with 12 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 44 clients with $62M 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 |
|---|---|
| Up to $100.0M | 0.60% |
| $100M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
600 Eagleview Blvd, Suite #300, Exton, PA, 19341
Get directionsHistory
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 Activities
Daniel is the owner of Eagle Tax Service, LLC, where he prepares and files taxes and provides some tax planning services. This takes a few hours per week.
Employment History
Current Registrations
Private Wealth Management, LLC
Previous Registrations
Charles Schwab & CO., INC.
PNC Investments LLC
Hilliard Lyons Asset Management
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.