Daniel Frankel is a CFA, CFP-designated registered investment advisor at Wealthcollab, based in Bellevue, WA, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 68 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthCollab does not offer standalone investment management; it is bundled with their ongoing financial planning services. Clients pay an ongoing flat monthly fee that covers both portfolio management and financial planning:
- Comprehensive Financial Life Planning — $1,650 per month, which includes semi-annual review meetings, tax-optimized portfolio rebalancing, and ongoing support.
- Family Office Services — Ranges from $1,650 to $5,000 per month, designed for clients with complex circumstances and a net worth generally greater than $10,000,000.
Contact
Daniel Frankel
Location
1400 112th Ave Se, Suite 100, Bellevue, WA, 98004
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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 →Employment History
Current Registrations
Wealthcollab
Previous Registrations
Cordant, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations3 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
Additional Information
I am a CERTIFIED FINANCIAL PLANNER® with 10 years of experience helping professionals make smart, lasting financial decisions. I am passionate about bringing a transparent, authentic and personal experience to my clients.
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