Daniel Westin is a CFP, ChFC-designated registered investment advisor at Captrust, based in Minnetonka, MN, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
701 Carlson Parkway, Suite 420, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2015Other Business Activities
Daniel is a managing member of Superior Earnout, LLC & SA Aquisition LLC, a holding company. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Captrust
Previous Registrations
Quantitative Advantage, LLC
Qa Investment Services, LLC
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.