Daniel Sexton is a CFP-designated registered investment advisor at Rs Crum INC., based in Newport Beach, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 319 clients with $620M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Effective AUM rates range from 0.4% - 1.00% annually. Fees are negotiable and may be discounted depending on the scope and complexity of the services provided, the total value of assets managed, the number of accounts and/or the individual needs of the client. Discounts may take the form of a lower starting annual percentage and/or amended AUM break points. Accounts may also be subject to a minimum quarterly fee. Some legacy clients may have different fee schedules documented in their advisory agreement.
Fee Estimator
Location
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rs Crum INC.
State Registrations1 state
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