Daniel Overcash
Daniel Overcash is a CFP-designated registered investment advisor at Chelsea Advisory Services, INC, based in Jamestown, NY, with 56 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 552 clients with $150M 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% |
Fees are negotiable up to a maximum of 2% of assets under management. Pre-existing clients or employee-related accounts may be charged lower rates.
Fee Estimator
Location
2-6 East Second Street, Fenton Building, Suite 200, PO Box 1237, Jamestown, NY, 14701
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2014Regulatory
March 1977Regulatory
December 1971Employment History
Current Registrations
Chelsea Advisory Services, INC
Chelsea Financial ServicesBroker
Previous Registrations
Bodell Overcash Anderson & CO., INC.Broker
Bodell Overcash Anderson & CO., INC.Broker
State Registrations11 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.
Exams
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