Daniel Shainberg is a registered investment advisor at Heritage Wealth Management, INC., based in San Diego, CA, with 1 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 230 clients with $490M 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% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.85% |
| $15.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Client Assets that are invested pursuant to the Firm’s Option Enhanced Portfolio Strategies and/or Private Placement Strategies will be assessed a fee of 0.35% in addition to the fees expressed in the table above. Fees negotiable for accounts over $20,000,000.
Fee Estimator
Location
11440 W. Bernardo Ct., Ste 390, San Diego, CA, 92127
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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 →Other Business Activities
Daniel is a partner in Shain Realty, LLC and Harwick Partners, and owner of Riverdog Reality, LLC, all real estate investment companies. He spends minimal time on Shain Realty, a few hours per week on Riverdog Reality, and a few hours per week on Harwick Partners.
Employment History
Current Registrations
Heritage Wealth Management, INC.
Previous Registrations
Mgo Wealth Advisors, LLC
State Registrations1 state
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