Daniel Neil
Daniel Neil is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Palm Desert, CA, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
44750 Willage Ct, Palm Desert, CA, 92260
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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 is an Investment Advisor Representative with FLC Capital Advisors since 2002, dedicating about a quarter of his time to this role. He also works as an insurance agent selling life and long-term care insurance, and is involved in real estate as a part owner of Bull Shark Properties, owner of a rental property, and consultant for his father's commercial real estate property.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Flc Capital Advisors
Previous Registrations
Securities America, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations21 states
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