Daniel Bartosz
Daniel Bartosz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clackamas, OR, with 24 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
8854 SE Sunnyside Road, Clackamas, OR, 97015
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Other Business Activities
Daniel works as an associate/employee for OnPoint Investment Services, offering non-deposit investment products, and as a financial advisor for OnPoint Community Credit Union. Both activities take about half of Daniel's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
U.S. Bancorp Investments, INC.Broker
First Investors CorporationBroker
State Registrations11 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.
Exams
More Advisors
- Larry Mcclanahan, CFP, ChFC
- Stephen Wilmot, CFPLPL Financial LLC
- Lidia Mazun, ChFCState Farm Investment Management CORP.
- Matthew Russell, CFPLPL Financial LLC
- Alice Tang, ChFCOsaic Wealth, INC.
- Henry Jung, CFPLPL Financial LLC