Daniel Platt is a CFA, CFP-designated registered investment advisor at Neumann Capital Management, based in Foster City, CA, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 182 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Neumann Capital Management offers two investment management programs:
Comprehensive Wealth Management Program:
- The annual fee ranges from 0.50% to 0.90% of your portfolio's value, depending on the amount you invest.
- A minimum portfolio of $1,000,000 is required for new clients.
- There is a $9,000 minimum annual fee.
Essential Wealth Management Program:
- The annual fee is 0.90% of the value of your account, charged quarterly.
- A minimum of $5,000 market value per account is required.
Location
303 Vintage Park Drive, Suite 100, Foster City, CA, 94404-1167
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Neumann Capital Management
Previous Registrations
Brio Financial Group
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Pacific Growth Equities, LLCBroker
State Registrations3 states
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