Daniel Ward
Daniel Ward is a registered investment advisor at Vanderbilt Advisory Services, based in Honolulu, HI, with 11 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 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
2800 Woodlawn Dr., #287, Honolulu, HI, 96822
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2018Other Business Activities
Daniel is the President & CEO of Ward Financial, a financial planning partnership with Vanderbilt Financial Group, dedicating all of his time to this role. He also works as an instructor at Honolulu Community College, teaching online classes and tracking student progress, spending minimal time on this activity.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Vanderbilt Advisory Services
Bankoh Advisors
Bankoh Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 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.