Daniel Botos is a CFP-designated registered investment advisor at Edward Jones, based in Omaha, NE, with 26 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
17220 Wright St Ste 110, Omaha, NE, 68130
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 works as a talent for Take One Talent, appearing in printed materials or TV commercials. He does this 1-2 times per year for a few hours at a time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations28 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
More Advisors
- Jason LawrenceEdward Jones
- Paul Horky, CFPEdward Jones
- Eric Faurote, CFPEdward Jones
- Aaron Becker, CFPEdward Jones
- Brandon Champion, CFPEdward Jones
- Matthew Bialas, CFPEdward Jones