Daniel Haut is a CFA, CFP-designated registered investment advisor at Osborne Partners, based in San Francisco, CA, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 734 clients with $2.7B 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total assets below $1,000,000 are charged 1.25%. Educational accounts such as 529 plans are charged 0.30%. Non-discretionary service accounts are charged 0.25%. Fees are negotiable under certain circumstances at the firm's discretion.
Fee Estimator
Location
One Embarcadero Center, Ste 4100, San Francisco, CA, 94111
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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 →Employment History
Current Registrations
Osborne Partners
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations3 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
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