Daniel Vujanov is a registered investment advisor at Peak Wealth Solutions, based in Pepper Pike, OH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 718 clients with $910M 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 | 1.50% |
Fees range from 0.35% to 1.50% based on asset size, nature of assets, and services provided. Household accounts may be grouped to meet breakpoints.
Fee Estimator
Location
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH, 44124
Get directionsHistory
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
Peak Wealth Solutions
Previous Registrations
CBIZ Investment Advisory Services, LLC
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
More Advisors
- Keith Witkowski, CFPPeak Wealth Solutions
- William Russo, CFPPeak Wealth Solutions
- Justin Fitchko, CFPDaymark Wealth Partners, LLC
- David Taucher, CFPStratos Wealth Advisors LLC
- T Twells, CFADaymark Wealth Partners, LLC
- Jessica Rorar, CFPKey Investment Services LLC