Daniel West is a CFP-designated registered investment advisor at West Financial Planning, based in Cherry Valley, NY, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 25 clients with $4.7M 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 | 1.20% |
Fees are non-negotiable and calculated as a flat 1.2% of the market value of managed investable assets.
Fee Estimator
Location
Cherry Valley, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
West Financial Planning
State Registrations1 state
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