Daniel Goldberg
Daniel Goldberg is a CFA-designated registered investment advisor at Goldberg Financial Advisors, LLC, based in El Segundo, CA, with 14 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $99M 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 | 1.00% |
Fee Estimator
Location
222 Pacific Coast Highway, 10th Floor, El Segundo, CA, 90245
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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 Activities
Daniel occasionally provides strategic planning and corporate development consulting services to various companies, dedicating about 10-20% of his time. He receives compensation for this work, which is not investment advisory services.
Employment History
Current Registrations
Goldberg Financial Advisors, LLC
State Registrations2 states
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