Daniel Mille is a registered investment advisor at Three Seasons Wealth, based in Salt Lake City, UT, 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 Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 327 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Seasons Wealth offers investment and wealth management services for a maximum annual fee of 1.75% based on the amount of assets managed. The fees are billed in advance each calendar quarter based on the market value of the assets under management on the last day of the previous calendar quarter. The firm may negotiate a different fee rate for certain clients or specific client holdings.
Location
111 East Broadway, Ste 1250, Salt Lake City, UT, 84111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Three Seasons Wealth
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
State Registrations2 states
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