Daniel Slagle is a CFP-designated registered investment advisor at Equal Voices Wealth LLC, based in Minneapolis, MN, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 79 clients with $59M 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 $600K | 2.00% |
| $600K - $1.0M | 1.42% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.83% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Flat annual fee tiers apply for accounts over $600,000. Percentages shown represent approximate effective rates based on the midpoint or tier thresholds for comparison purposes; actual fees are billed as fixed annual amounts ranging from $8,500 to $20,000+. Fees are negotiable for accounts over $2,500,001.
Fee Estimator
Contact
Daniel Slagle
Location
121 Washington Ave. N, 2nd Floor, Minneapolis, MN, 55401
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 →Employment History
Current Registrations
Equal Voices Wealth LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations6 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.
Exams
More Advisors
- Natalie Slagle, CFPEqual Voices Wealth LLC
- Stephen Kairies, ChFCAccess Financial Services, INC.
- Kira Kinsman, CFPMercer Global Advisors INC.
- Jacob Mathews, CFPOnepoint Bfg Wealth Partners
- Brandon Fancher, CFASchwab Wealth Advisory, INC.
- Graham Acheson, CFACliftonlarsonallen Wealth Advisors, LLC