Daniel Wendol
Daniel Wendol is a CFP-designated registered investment advisor at Dolphin Financial Group, based in Clearwater, FL, with 12 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 2 more. Their firm serves 60 clients with $9.1M 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 - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
When utilizing the Betterment Investment platform, Dolphin’s fee will be prorated and billed quarterly in arrears, based on the Client’s average daily balance for the prior quarter multiplied by the annual percentage rate on the fee schedule above. The fee includes the Betterment Institutional platform fee of 0.12% to 0.20%. The annual fee may be negotiable.
Fee Estimator
Location
2430 Estancia Blvd., Suite 206, Clearwater, FL, 33761
Get directionsHistory
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 ActivitiesSells Insurance
Daniel owns Dolphin Insurance Inc., a financial services affiliated business, where he serves as the sole owner and a licensed insurance agent. He has been involved with this business since 2012.
Employment History
Current Registrations
Dolphin Financial Group
State Registrations1 state
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