Danielle Washington is a CFP-designated registered investment advisor at Mariner Wealth, based in Bloomfield Hills, MI, with 18 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
38710 Woodward Ave, Suite 230, Bloomfield Hills, MI, 48304
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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
Danielle is a consultant for Gerson Lehrman Group, a network of experts, and a board member/secretary for the Detroit Style Skating Club. These activities require minimal time commitment.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Sequoia Financial Group, L.L.C.
Polaris Greystone Advisory Group, LLC
Polaris Greystone Financial Group, LLC
Polaris Greystone Advisory Group, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations1 state
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.