Daniel Mauser is a registered investment advisor at Cosmos Wealth, LLC, based in La Jolla, CA, 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 Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 60 clients with $190M 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 | 1.20% |
Annual fee is up to 1.20% and is assessed monthly in arrears based on the daily average balance. Fees can be structured as a flat percentage or tiered schedule. Subject to a $1,000 minimum annual fee.
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Location
7596 Eads Avenue, Suite 111, La Jolla, CA, 92037
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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
Cosmos Wealth, LLC
Previous Registrations
Tru Independence Asset Management 2, LLC
Ipg Investment Advisors, LLC
Investment Placement GroupBroker
State Registrations1 state
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
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