Blake Feindel
Blake Feindel is a registered investment advisor at Dark Horse Advisors LLC, based in Rancho Santa Fe, CA, with 15 years of industry experience. Blake 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 130 clients with $100M 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 - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The Advisory Fee is negotiable and may be a fixed percentage instead of the tiered rate or the Advisory Fee may be a fixed dollar amount charged quarterly in advance.
Fee Estimator
Location
16950 Via de Santa Fe, Suite 5060-104, Rancho Santa Fe, CA, 92067
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Employment History
Current Registrations
Dark Horse Advisors LLC
Previous Registrations
Presidio Capital Management, LLC
Centura Wealth Advisory
Daniel Wealth Advisors
Daniel Wealth Advisors
Daniel Wealth Advisors
Centara Capital Management Group, INC.
State Registrations2 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.