Daniel Wykowski is a CFA-designated registered investment advisor at Pacific Street Advisors LLC, based in Los Angeles, CA, with 7 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. Their firm serves 5 clients with $3.2M 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 | 1.00% |
Investment advisory fees range from 0.50% to 1.00% annually, depending on several factors. The Advisor has a minimum annual fee of $2,000. Fees may be negotiable.
Fee Estimator
Location
Los Angeles, CA
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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 →Other Business Activities
Daniel works as an FP&A Manager for Headspace, Inc., an online meditation company, since 2021. This role takes nearly all of Daniel's time, including 40 hours per week during securities trading hours, and involves corporate financial analysis.
Employment History
Current Registrations
Pacific Street Advisors LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Paulson Investment Company LLCBroker
State Registrations1 state
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