Daniel Meier
Daniel Meier is a registered investment advisor at Shepherd Financial Investment Advisory LLC, based in Fort Washington, PA, with 20 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,091 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial provides investment management through a wrap fee program. The annual fee ranges from 0.50% to 1.20% of the value of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid monthly or quarterly. Fees may be negotiable.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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 acts as an Investment Advisor Representative (IAR) to retirement plan clients through Shepherd Financial Investment Advisory LLC and dedicates a few hours per week. He also works with Shepherd Financial, LLC selling and servicing insurance products and as a retirement plan consultant and wealth manager, dedicating nearly full-time hours to these roles.
Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Pension Consultants INC
Ohio National Equities, INC.Broker
Oneamerica Securities, INC.Broker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
Chase Investment Services CORP.Broker
PFS Investments INC.Broker
State Registrations2 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.