Daniel Klemm
Daniel Klemm is a registered investment advisor at Centaurus Financial, INC., based in Lexington, SC, with 10 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B 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 |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
4580 Sunset Blvd., Lexington, SC, 29072
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other Business Activities
Daniel is a registered representative for Cola Wealth Advisors and an employee of Mantei & Associates, dedicating significantly more than full-time hours to the latter for branding and administrative purposes. Daniel also owns rental property, spending minimal time on property management.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations28 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
More Advisors
- Dana HawkinsCentaurus Financial, INC.
- Atul MakhariaCentaurus Financial, INC.
- Ricky ManteiCentaurus Financial, INC.
- Jason JeanquartCentaurus Financial, INC.
- Robert Doebler, CFPTruist Advisory Services, INC.
- Brett Swisher, CFPOsaic Wealth, INC.