Daniel Meyerovitz
Daniel Meyerovitz is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Dallas, TX, 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
5720 Lbj Freeway, Suite 440, Dallas, TX, 75240
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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 a statutory agent for Meyerovitz Agency Inc., doing business as Financial Planning Associates, dedicating about a third of his time to marketing and selling insurance products. He also has passive ownership positions in Promote in Tandem and Gans Hawk Group, LLC, and volunteers on the executive board for Dallas Kosher, a non-profit organization.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
UBS Painewebber INC.Broker
State Registrations15 states
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