Daniel Ringer is a CFP-designated registered investment advisor at Breakwater Financial, LLC, based in Needham, MA, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 62 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Breakwater Financial charges a percentage of your portfolio's value each year, ranging from 0.50% to 1.5%. The exact rate depends on the amount of assets they manage for you. Fees are paid quarterly in advance. The fee may include securities transaction fees for normal trading. There is a $5,000 minimum annual fee for full-service clients who engage Breakwater for both portfolio management and financial planning services.
Location
117 Kendrick Street, Suite 300, Needham, MA, 02494-2724
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Breakwater Financial, LLC
State Registrations2 states
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