Daniel Pichardo
Daniel Pichardo is a CFP-designated registered investment advisor at Bridge Capital Consulting, LLC, based in Newport 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 185 clients with $64M 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 | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee schedule is for accounts managed through SEI Investments Company. Accounts managed through American Funds Service Company (AFS) are charged 0.75% annually. Fees are negotiable. SEI and AFS may also charge sub-advisory fees.
Fee Estimator
Location
4343 Von Karman Ave, Suite 250L, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2013Employment History
Current Registrations
Bridge Capital Consulting, LLC
Previous Registrations
Anfield Advisors, LLC
Girard Securities, INC.Broker
Girard Securities, INC.
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.