Daniel Tobias is a CFP-designated registered investment advisor at Passport Wealth Management, based in Cornelius, NC, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 77 clients with $120M 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 | 0.50% |
Investment management fee is 0.50% of assets, combined with an annual fixed planning fee typically ranging from $3,000 to $15,000. For investment management without planning, a minimum annual fee of $1,800 applies. Fees are negotiable and paid quarterly in arrears.
Fee Estimator
Contact
Daniel Tobias
Location
17505 W Catawba Ave #200, Cornelius, NC, 28031
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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
Passport Wealth Management
Previous Registrations
Davidson Capital
Tobias Financial Advisors
State Registrations2 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
Additional Information
Passport Wealth Management works with a variety of different people to help unload the burden of their personal financial planning. Visit us at http://passportwm.com/
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