Daniel Flannery
Daniel Flannery is a CFA-designated registered investment advisor at Balanced Rock Investment Advisors, based in Roslindale, MA, 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, Investment Management, Retirement Planning, and 2 more. Their firm serves 183 clients with $160M 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 $2.0M | 0.85% |
| $2M+ | 0.65% |
For direct investments made through our Dial-In program, we charge an annual Wealth Management Fee of 0.85% for each investment made based on the amount of capital initially invested. Annual Wealth Management Fees are negotiable at the sole discretion of BRIA.
Fee Estimator
Location
4238 Washington Street, Suite 311, Roslindale, MA, 02131
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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 →Employment History
Current Registrations
Balanced Rock Investment Advisors
State Registrations4 states
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