Daniel Hodge
Daniel Hodge is a registered investment advisor at Aurora Private Wealth, INC., based in Beaver, PA, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,508 clients with $370M 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 | 2.95% |
Fees generally range from 0.25% to 2.95% per annum depending on client circumstances, assets under management, and other factors. Fees are negotiable.
Fee Estimator
Location
1221 Third Street, Beaver, PA, 15009
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 →Other Business ActivitiesSells Insurance
Daniel sells fixed insurance products, including life insurance, annuities, and long-term care insurance. He also works as an insurance producer for various insurance companies, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Comprehensive Capital Management, INC.
Apw Capital, INC.Broker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations15 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
- David HodgeAurora Private Wealth, INC.
- Kathleen Manickas, CFPRaymond James & Associates, INC.
- Michael Champ, CFPRaymond James & Associates, INC.
- Quinn Mccracken, CFPRiver's Edge
- Jake Mccracken, CFPRiver's Edge
- Nicholas Raught, CFPThree Cord True Wealth Management, LLC