Daniel Kutzkey
Daniel Kutzkey is a registered investment advisor at Maxwell Financial Group, INC, based in Manhattan Beach, CA, with 18 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 33 clients with $8.2M 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 $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $1000K | 0.50% |
| $1.0M - $1.2M | 0.45% |
| $1.3M - $1.5M | 0.40% |
| $1.5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
1590 Rosecrans Ave, Suite D345, Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Daniel sells individual life insurance, health insurance, group life insurance, and group health insurance. He also services outside group annuities, dedicating minimal time to these activities.
Employment History
Current Registrations
Maxwell Financial Group, INC
Previous Registrations
MML Investors Services, LLC
Northwestern Mutual Investment Services,llc
Ameritas Investment CORP
Signator Investors, INC.
Ameriprise Financial Services, INC.
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.