Daniel Rodan is a registered investment advisor at Tower Bridge Advisors, based in West Conshohocken, PA, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 807 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Minimum annual fee is $5,000 and is negotiable.
Fee Estimator
Location
300 Barr Harbor Drive, Suite 705, West Conshohocken, PA, 19428-2075
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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
Tower Bridge Advisors
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Valley Forge Asset Management, LLC
Valley Forge Asset Management, LLCBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations1 state
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.