Daniel Vass
Daniel Vass is a registered investment advisor at Vass Financial Strategies, based in Lafayette Hill, PA, with 12 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 63 clients with $37M 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
439 Germantown Pike, Lafayette Hill, PA, 19444
Get directionsHistory
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 ActivitiesSells Insurance
Daniel is licensed to sell life and health insurance. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Vass Financial Strategies
Previous Registrations
Mycio Wealth Partners, LLC
Rosenzweig & Associates
Wfg Advisors, LP
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.