Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and may vary based on client complexity, assets under management, anticipated future assets, related accounts, portfolio style, and reporting needs.
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
Bernicke Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
Bernicke Wealth Management, LTD.
Triad Advisors LLCBroker
State Registrations12 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.