Daniel Rodriguez is a registered investment advisor at Level Four Advisory Services, based in Tallahassee, FL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
2633 Centennial Blvd, Ste 200, Tallahassee, FL, 32308
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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 works as a CPA at Carr Riggs & Ingram CPA (CRI) and is affiliated with Wealth Advisors of the Southeast (WASE) since 2011. He also works as a professional partner with Allen, Mooney & Barnes Brokerage Services, dedicating a few hours per week.
Employment History
Current Registrations
Level Four Advisory Services
Previous Registrations
Wealth Advisors-Southeast, INC.
Allen, Mooney & Barnes Brokerage Services, LLCBroker
State Registrations1 state
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