Daniel Groben
Daniel Groben is a registered investment advisor at Servant Wealth Management LLC, based in Memphis, TN, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 166 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Servant Wealth Management's annual investment management fee is a percentage of the value of your portfolio, ranging from 0.25% to 1.75%. This fee is negotiable based on the size of your account. The fee is deducted monthly. When using Betterment as a sub-advisor, their fee of 0.20% is included in Servant Wealth Management's fee.
Location
1028 Oakhaven Road, Memphis, TN, 38119
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Regulatory History (1)
Regulatory
June 2021Other Business ActivitiesSells Insurance
Daniel works through his LLC, Servant Advisors Group, providing consultancy for small business owners. This consultancy creates exposure to investment and insurance products as needed by his clients.
Employment History
Current Registrations
Servant Wealth Management LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 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.