Daniel Beech
Daniel Beech is a registered investment advisor at Ip Financial Advisory Services LLC, based in Oak Park, CA, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M 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 |
|---|---|
| Up to $250K | 3.00% |
| $250K+ | 2.00% |
Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.
Fee Estimator
Location
Oak Park, CA
Get directionsHistory
Regulatory History (26)
Customer Dispute
August 2025Customer Dispute
February 2025Customer Dispute
October 2024Customer Dispute
September 2024Employment Separation After Allegations
July 2024Customer Dispute
February 2024Regulatory
December 2023Customer Dispute
November 2023Customer Dispute
September 2023Customer Dispute
July 2023Customer Dispute
July 2023Customer Dispute
April 2023Customer Dispute
January 2023Customer Dispute
November 2022Customer Dispute
November 2022Customer Dispute
October 2022Customer Dispute
October 2022Customer Dispute
July 2022Customer Dispute
July 2022Customer Dispute
June 2022Customer Dispute
June 2022Customer Dispute
April 2022Customer Dispute
August 2021Customer Dispute
December 2019Criminal
April 2011Judgment / Lien
May 2008Other Business ActivitiesSells Insurance
Daniel is an agent for life and variable insurance, involved in commercial and residential lending through Simple Property, Inc., and provides estate and tax planning strategies and investments through Estate Planning Team. He also owns Beechwerks Management, a management consulting firm, dedicating a few hours per week, and Simple Wealth LLC, dedicating about a quarter of his time.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Previous Registrations
Innovation Partners LLCBroker
Western International Securities
Western International Securities, INC.Broker
Independent Financial Group, LLCBroker
Royal Alliance Associates, INC.Broker
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.
Exams
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