Daniel Tarsha is a CFP-designated registered investment advisor at Texwealth, based in Plano, TX, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $56M 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 $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Plano, TX
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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 is an independent insurance agent since 2019, dedicating minimal time to insurance sales. This activity is investment-related.
Employment History
Current Registrations
Texwealth
Previous Registrations
Strata Wealth Advisors, LLC
Northern Lights Distributors, LLCBroker
Highland Capital Funds Distributor, INC.Broker
Nexbank Securities INCBroker
Behringer Securities LPBroker
Nylife Securities LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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.