Daniel Flores
Daniel Flores is a registered investment advisor at Pde Wealth Advisors, LLC, based in Rancho Cucamonga, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 133 clients with $36M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees above $5,000,000 are determined by circumstance and may be negotiable.
Fee Estimator
Location
8655 Haven Ave, Suite 200, Rancho Cucamonga, CA, 91730
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 an insurance agent with PDE Insurance Services, Inc. since 2017, selling insurance products and services and dedicating about half of his time to this activity.
Employment History
Current Registrations
Pde Wealth Advisors, LLC
Previous Registrations
Legacy Investment Services, LLC
Rpa Wealth Management
Legacy Investment Services, LLC
State Registrations3 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.