Daniel Bender is a CFP, PFS-designated registered investment advisor at Apella Wealth, based in West Hartford, CT, 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 Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
65 Memorial Drive, Suite C340, West Hartford, CT, 06107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is an accountant/partner with PBMARES, LLP, a CPA firm, dedicating nearly full-time hours to tax and accounting services. He is also a member of Hummbend, LLC d/b/a Wild Birds Unlimited of Fredericksburg, spending a few hours per week on accounting and QuickBooks review.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Pbmares Wealth Management LLC
Pbgh Financial Advisors, INC.
State Registrations2 states
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