Daniel Walter
Daniel Walter is a CFP-designated registered investment advisor at Halberstadt Financial Consultants INC, based in Princeton, NJ, with 2 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 163 clients with $150M 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 - $2.0M | 0.50% |
| $2M+ | 0.33% |
Minimum annual fee of $4,000. Fees may be negotiable.
Fee Estimator
Location
50 North Tulane St, Princeton, NJ, 08542
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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 ActivitiesSells Insurance
Daniel sells life, health, property & casualty (P&C), long-term care (LTC), and disability insurance through Halberstadt Insurance Services, dedicating nearly full-time hours to this activity. He also sells real estate through RE/MAX, spending a few hours per week on this.
Employment History
Current Registrations
Halberstadt Financial Consultants INC
State Registrations1 state
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