Dane Streeter
Dane Streeter is a registered investment advisor at Perennial Financial Services, based in Los Angeles, CA, with 22 years of industry experience. Dane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA, 90025
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Dane has several business activities, including Perennial Financial Services, DCS Investments LLC, Perennial Investment Advisors LLC, and BKD. He is also part owner and President of Perennial Financial & Insurance Services, which focuses on fixed insurance business, and an agent for Perennial Legacy Insurance Solutions.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameritas Investment CORP.Broker
Wealthwise LLC
Associated Securities CORP.Broker
Wm Financial Services, INC.Broker
State Registrations9 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.