Daniel Granucci is a CFA, CFP-designated registered investment advisor at Iron Path Wealth Management, INC., based in Newtown, CT, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 76 clients with $41M 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 | 0.95% |
| $1M+ | 0.95% |
Fees are negotiable for accounts over $1,000,000. For investment management using Betterment as a third-party manager, the same fee schedule applies, in addition to Betterment's fee of 0.15% on all assets. Ongoing financial planning is required with this service, with an upfront charge starting at $2,500 and an annual fee starting at $1,000.
Fee Estimator
Contact
Daniel Granucci
Location
Newtown, CT
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 →Employment History
Current Registrations
Iron Path Wealth Management, INC.
Previous Registrations
Iron Path Wealth Management, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Reby Advisors, LLC
Triad Advisors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Webster Investment Services, INC.Broker
State Registrations2 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