DG
DG
Daniel Gimmelli is a registered investment advisor at Edelman Financial Engines, based in Kuna, ID, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
727 advisors
Number of Clients
1,244,406 clients
Average Client Portfolio
$262K average
Assets Under Management
$326.3B
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Kuna, ID
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2020Final
Employment History
Current Registrations
Edelman Financial Engines
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
USAA Investment Services Company
January 2018 - June 2020 · 2 yrs 5 mos
USAA Financial Planning Services
March 2010 - January 2018 · 7 yrs 10 mos
USAA Financial Advisors, INC.Broker
March 2010 - June 2020 · 10 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2010 · 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2010 · 9 mos
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations2 states
IDTX
Advisor
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
No exam information available for this advisor.
More Advisors
- Jordan Haines, CFPDrucker Wealth
- Rachel Songer, CFPKeener Financial Planning