Donald Daniel
Donald Daniel is a registered investment advisor at Osaic Wealth, INC., based in Sumter, SC, with 16 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
234 Broad St, Sumter, SC, 29150
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2011Other Business ActivitiesSells Insurance
Donald is involved in several business activities, including wealth management, insurance solutions (life, disability, long-term care, and Medicare), and owning a holding company for real estate. He also umpires baseball, owns rental property, is writing a book, and hosts a radio show/podcast; these activities take minimal to a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations21 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.