Daniel Basinger
Daniel Basinger is a CFP-designated registered investment advisor at Victory Wealth Management, LLC, based in Apopka, FL, with 14 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 24 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.90% |
| $8.0M - $20.0M | 0.80% |
| $20M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
Apopka, FL
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 maintains a current Illinois insurance license. This activity is not investment-related.
Employment History
Current Registrations
Victory Wealth Management, LLC
Previous Registrations
Northrock Partners, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations3 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.