Daniel Streetman is a CFP-designated registered investment advisor at Patina Financial Partners, LLC, based in Clearwater, FL, with 10 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, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable. The total blended fee, including Patina Financial’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
Clearwater, FL
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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 →Employment History
Current Registrations
Patina Financial Partners, LLC
Previous Registrations
Cwm, LLC
Woodbury Financial Services, INC.Broker
E*trade Securities LLCBroker
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.