Daniel Andersen is a CFP-designated registered investment advisor at Parkshore Wealth Management, based in Granite Bay, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 509 clients with $460M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Legacy fee arrangements exist, whereby some clients may pay a different fee than what is published above.
Fee Estimator
Contact
Daniel Andersen
Location
5940 Granite Lake Drive, Granite Bay, CA, 95746
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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 Activities
Daniel is the President of the Wealth Management Professional Association (WMPA), a networking and career development organization. He spends minimal time on this activity.
Employment History
Current Registrations
Parkshore Wealth Management
State Registrations2 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
Additional Information
Daniel Andersen, CFP®, is Co-founder and Senior Advisor at Parkshore Wealth Management, where he helps clients remove financial uncertainty and find confidence in their planning. He takes pride in organizing and simplifying people’s financial lives—so they can focus on what matters most and pursue the future they envision.