Daniel Stellini is a registered investment advisor at LPL Financial LLC, based in Newport Beach, CA, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
620 Newport Center Dr Ste 580, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel operates Fortitude Wealth Management LLC and Fortitude Wealth DS LLC, both DBAs for his LPL business, dedicating full-time hours to the former and about a quarter of his time to the latter. He also owns rental real estate property in Richmond, CA, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations16 states
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