Brian Daniels
Brian Daniels is a registered investment advisor at Exodus Wealth, LLC, based in New Brighton, PA, with 20 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M 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 | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
1010 Third Avenue, New Brighton, PA, 15066
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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
Brian sells fixed insurance products, primarily life insurance, as an independent representative through DC Financial Solutions, Inc., dedicating a few hours per week. He also prepares personal and small business tax returns through Forte Financial Inc., spending about 10-20% of his time on this activity, and is the president/owner of Daniels Trading Company, LLC, an import/distribution business with his wife.
Employment History
Current Registrations
Exodus Wealth, LLC
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
State Registrations17 states
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