Daniel Blakey is a CFP-designated registered investment advisor at Broadside Wealth, based in San Francisco, CA, with 5 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, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Broadside Wealth Technologies charges an annual flat membership fee of $250,000 per family for its core suite of services, billed quarterly in advance. Additional specialized services outside the core membership are provided on a cost-plus basis, passing through actual costs plus a general 15% administrative margin.
Location
333 Bush Street, Suite 400, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Broadside Wealth
Previous Registrations
Integrity Financial Corporation
State Registrations1 state
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Exams
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