Daniel Allgaier is a CFP-designated registered investment advisor at Artstone Private Wealth, based in Lehi, UT, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Tax Planning, Estate Planning, Business Owners, Tech Workers, and 4 more. Their firm serves 6 clients with $4.1M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Household accounts may be aggregated. Investment management is included in the ongoing financial planning fee for accounts under $300,000.
Fee Estimator
Contact
Daniel Allgaier
Location
Lehi, UT
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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 is the Owner/Operator of DA Epoxy Flooring, a business that installs epoxy flooring. He dedicates about a quarter of his time to this non-investment related activity.
Employment History
Current Registrations
Artstone Private Wealth
Previous Registrations
Equity Comp Fp
Elevated Capital Advisors, LLC
Royal Alliance Associates, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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