Daniel Czulno is a CFP-designated registered investment advisor at Joule Financial, LLC, based in Lexington, KY, with 12 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 704 clients with $410M 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 | 1.00% |
The standard annual fee is 1%. For accounts held at TIAA-CREF, the fee is 0.50% annually, billed quarterly in arrears, based on the managed amount. The advisory fee assessed by Joule Financial on 401(k) plans administered by Professional Capital Services ("PCS") is up to 1% annually depending on plan size and scope. Fees are generally non-negotiable, but Joule Financial reserves the right to offer discounts on fees for certain clients.
Fee Estimator
Location
998 Governors Ln, Suite 325, Lexington, KY, 40513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Joule Financial, LLC
Previous Registrations
Joule Financial
State Registrations2 states
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