Daniel Estenson is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Altoona, WI, with 13 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1565 Bluestem Blvd., Altoona, WI, 54720
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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 board member and volunteer archery instructor for Chippewa Bowhunters, Inc., a non-profit archery club. He also works full-time at Bernicke Wealth Management, Ltd., a registered investment advisor, with 120 hours per month during trading hours.
Employment History
Current Registrations
Private Client Services, LLCBroker
Bernicke Wealth Management
Previous Registrations
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
Bernicke Wealth Management, LTD.
Triad Advisors LLCBroker
State Registrations13 states
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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