Daniel Brascetta
Daniel Brascetta is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Denver, CO, 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, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
2000 South Colorado Blvd, Tower Two, Suite 1150, Denver, CO, 80222
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 an agent at Beacon Pointe Insurance Services, LLC, selling life, health, and accident insurance products, dedicating a few hours per week. He also owns Vantage Fitness, LLC, where he works as a personal trainer and spends a few hours per week writing fitness programs and training clients.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Ae Wealth Management, LLC
Sharkey Howes & Javer INC
Pathway Advisors Group
Charles Schwab & CO., INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Securian Financial Services, INC.
Cri Securities, LLC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
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
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