CFA · CFP
CFA · CFP
Areas of Practice
Business OwnersEstate PlanningFinancial Planning & CoachingHigh Net WorthInsurance PlanningInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
76 clients
Average Client Portfolio
$542K average
Assets Under Management
$41.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.95% |
Fees are negotiable for amounts above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Daniel Granucci
Location
Newtown, CT
Get directionsHistory
Regulatory History
Clean regulatory record
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
Iron Path Wealth Management, INC.
January 2021 - Present · 5 yrs 2 mos
Previous Registrations
Iron Path Wealth Management, INC.
September 2020 - December 2020 · 3 mos
Northwestern Mutual Investment Services,llc
September 2017 - December 2018 · 1 yr 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 2017 - August 2020 · 2 yrs 11 mos
Reby Advisors, LLC
January 2016 - June 2017 · 1 yr 5 mos
Triad Advisors, INC.Broker
January 2016 - June 2017 · 1 yr 5 mos
LPL Financial LLC
October 2011 - January 2016 · 4 yrs 3 mos
LPL Financial LLCBroker
October 2011 - January 2016 · 4 yrs 3 mos
Uvest Financial Services Group, INC.
February 2009 - October 2011 · 2 yrs 8 mos
Uvest Financial Services Group, INC.Broker
February 2007 - October 2011 · 4 yrs 8 mos
Webster Investment Services, INC.Broker
August 2005 - February 2007 · 1 yr 6 mos
State Registrations2 states
CTNY
Advisor
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
No exam information available for this advisor.
Contact
Daniel Granucci