Daniel Andrews is a CFP-designated registered investment advisor at Creative Planning, based in Pittsburgh, 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 84,858 clients with $220B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Pittsburgh, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Daniel sells season tickets at Seven Springs Resort, a ski resort in Champion, PA. This activity, which is not investment-related, takes about 10-20% of his time during the season and none during trading hours.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Sheaff Brock Investment Advisors, LLC
Citizens Securities, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.