Daniel Diaz is a registered investment advisor at Finaccess Advisors LLC, based in Miami, FL, with 13 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 101 clients with $4.1B 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 | 0.40% |
Applies when there is no referral fee arrangement with custodians or investment managers. Alternatively, Finaccess Advisors may receive a portion of the fees paid by the client to third-party custodians or investment managers.
Fee Estimator
Location
1111 Brickell Avenue, Suite 2600, Miami, FL, 33131
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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 serves as a board member for three entities: Finaccess Value Agencia de Valores SA, Grupo Finaccess S.A.P.I. de C.V., and Finaccess Filantropía. These roles involve minimal time commitment and are uncompensated.
Employment History
Current Registrations
Finaccess Advisors LLC
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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