Daniel Koppel is a CFP-designated registered investment advisor at Milestone Financial Planning, LLC, based in Bedford, NH, with 16 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, High Net Worth, Investment Management, and 2 more. Their firm serves 257 clients with $590M 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 - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fees may be negotiable at Milestone's discretion. Clients are subject to a minimum annual fee of $10,000, which may be waived.
Fee Estimator
Contact
Daniel Koppel
Location
3 Executive Park Drive, Suite 200, Bedford, NH, 03110
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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
Daniel works as a sailing instructor at Linekin Bay Resort, providing basic instruction to guests. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Milestone Financial Planning, LLC
Previous Registrations
MML Investors Services, LLCBroker
New England SecuritiesBroker
Msi Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations2 states
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