Daniel Donihue
Daniel Donihue is a registered investment advisor at Coppell Advisory Solutions LLC, based in Castiac, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
32111 Big Oak Lane, Castiac, CA, 91384
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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 conducts non-securities business under the name Community Estate Financial & Insurance Services, offering insurance products like life insurance, fixed annuities, and long-term care insurance, as well as case development for mortgage transactions. He dedicates nearly full-time hours to this business, focusing on casework, marketing, and client meetings.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Virtue Capital Management, LLC
American Investment Services
Empire Capital Partners, LLC
Envision Investment Advisors, LLC
Envision Investment Advisors, LLC
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.