Daniel Baratz is a CFP-designated registered investment advisor at Edward Jones, based in Cherry Hill, NJ, with 18 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
Cherry Hill, NJ
Get directionsHistory
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 →Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Edward Jones
Previous Registrations
Sowell Management
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Pts Brokerage, LLC
Pts Brokerage, LLCBroker
State Registrations30 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.
Exams
More Advisors
- James Stahl, CFP, ChFCLPL Financial LLC
- Mark Ciarelli, CFPAmeritas Advisory Services, LLC
- Christopher Cohen, CFPBcg Securities, INC.
- Jennifer Cucinotta, CFP, ChFCLPL Financial LLC
- John Macaulay, CFPMcadam LLC
- Eli Saline, CFP, ChFCLPL Financial LLC