Daniel Brungard
Daniel Brungard is a registered investment advisor at Gradient Advisors, LLC, based in Arden Hills, MN, 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 Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2013Other Business ActivitiesSells Insurance
Daniel is an event consultant/technical director for bicycle races and a licensed race official, dedicating minimal time to each. He also offers Medicare supplement policies as an agent for Gateway Insurance Partners, spending a few hours per week, and is an investment advisor representative (IAR) spending about half his time on investment advisory activities.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations1 state
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.