Daniel Cupkovic is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Louisville, KY, with 16 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
2201 High Wickham Place, Louisville, KY, 40245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Daniel owns rental property through D&J Development Co and is a co-founder of Wythdrawl, a website focused on portfolio distribution methods. He also serves on the Parish Council for Assumption Greek Orthodox Church, dedicating minimal time to each activity.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
Argi Investment Services, LLC
State Registrations1 state
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