Daniel Stern is a CFP-designated registered investment advisor at Daniel M. Stern, LLC, based in Santa Monica, CA, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Daniel M. Stern, LLC does not manage your portfolio directly or execute trades on your behalf. Instead, they provide investment advice on an hourly basis at a rate of $350 per hour. You retain control of your accounts and execute recommendations yourself.
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Daniel M. Stern, LLC
State Registrations1 state
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Exams
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