Daniel Lee Seltzer

CFP

14 Years of Experience

1 Disclosure

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningDivorce PlanningInvestment ManagementHigh Net WorthBusiness Owners

Arrow Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

192 clients

Average Client Portfolio

$440K average

Assets Under Management

$84.6M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.45%
$500K - $1.0M	1.25%
$1.0M - $5.0M	1.00%
$5M+	0.75%

The annual fee may be negotiable based upon certain criteria.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

115 S. Church St. Suite D, Grass Valley, CA, 95945

Get directions

History

Regulatory History (1)

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Customer Dispute

May 2024

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Arrow Wealth Advisors

December 2017 - Present · 8 yrs 2 mos

Previous Registrations

US Financial Advisors, LLC

January 2012 - November 2017 · 5 yrs 10 mos

LPL Financial LLC

October 2011 - March 2013 · 1 yr 5 mos

LPL Financial LLCBroker

September 2011 - December 2017 · 6 yrs 3 mos

State Registrations3 states

CAFLTX

Advisor

Exams

No exam information available for this advisor.