Danielle Cain is a CFP-designated registered investment advisor at 360 Financial, based in Elk River, MN, with 20 years of industry experience. Danielle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,206 clients with $700M 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 $200K | 1.60% |
| $200K - $750K | 1.50% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $21.0M | 0.65% |
| $21.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees are generally negotiable and household totals are taken into account when determining the fee rate.
Fee Estimator
Location
510 Freeport Ave, Suite A, Elk River, MN, 55330
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
Danielle operates 360 Financial as a DBA for her LPL business and works as a notary in Minnesota. She also provides administrative support to 360 FINANCIAL, INC, an independent investment advisor firm, dedicating full-time hours to this activity.
Employment History
Current Registrations
360 Financial
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
LPL Financial LLCBroker
Linsco/private Ledger CORP.Broker
Country Capital Management CompanyBroker
State Registrations1 state
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
- Thomas Humphrey, CFPAmeriprise Financial Services, LLC
- David Nordmeier, CFP
- Lawrence Tate, ChFC
- Steven Carlson, CFPOsaic Institutions, INC.
- Derick Kelly, CFPCambridge Investment Research Advisors, INC.
- Matthew Finn, CFPEdward Jones