Daniel Clark is a registered investment advisor at Solidarity Wealth, LLC, based in Lehi, 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 Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 218 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable up to a maximum annual rate of 1.25%. Related client accounts may be aggregated for fee calculations.
Fee Estimator
Location
3600 N Outlet Parkway, Suite 200, Lehi, UT, 84048
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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 a limited partner in PREP, a non-investment related entity in Park City, UT, since May 2013. This is a passive investment with no duties.
Employment History
Current Registrations
Solidarity Wealth, LLC
Previous Registrations
M. S. Howells & CO.Broker
Kera Capital Partners
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing 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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