Daniel Weiss
Daniel Weiss is a registered investment advisor at Leach, Bickmore & Weiss Wealth Management, LLC, based in Madison, WI, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 292 clients with $120M 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. The firm also offers Asset Management services with fees based on a tiered schedule or a flat percentage, not exceeding 1% annually.
Fee Estimator
Location
6410 Enterprise Lane, Suite 120, Madison, WI, 53719
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 is a managing member of HyphaWay, LLC, a financial planning SaaS company, and LBW Consulting, LLC, a business consulting company. He spends a few hours per week on each venture and is also a licensed independent insurance agent.
Employment History
Current Registrations
Leach, Bickmore & Weiss Wealth Management, LLC
Previous Registrations
Poehling Capital Management, INC.
State Registrations3 states
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