Daniel Hatfield
Daniel Hatfield is a registered investment advisor at Commonwealth Financial Network, based in Westerville, OH, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
470 Olde Worthington Road, Suite 200, Westerville, OH, 43082
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2006Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Daniel is involved in fixed insurance sales and is a 50% owner of Ranney-Hatfield, LLC, an entity created to run a securities practice. Both activities are investment-related.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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.