Daniel Wallach
Daniel Wallach is a registered investment advisor at LPL Financial LLC, based in Wellesley, MA, with 22 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
888 Worcester St, Suite 30, Wellesley, MA, 02482
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2016Customer Dispute
January 2011Other Business Activities
Daniel is involved in real estate development and management through Blox Properties, Inc., and also helps individuals buy or sell homes through CW Realty. He also has several LLCs for tax/investment purposes and owns rental properties, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations33 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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