Daniel Bader is a CFA-designated registered investment advisor at Sfg Wealth Advisors, LLC, based in Tampa, FL, with 9 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 251 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
A linear schedule applies to households under $1.5 million, and a blended schedule applies to households with $1.5 million or more. Fees are negotiable.
Fee Estimator
Location
705 West Azeele Street, Tampa, FL, 33606
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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 a Financial Analyst for SFG Wealth Advisors and Snyder Financial Group, focusing on investment research, portfolio allocations, and financial reports. These activities take nearly all of Daniel's time.
Employment History
Current Registrations
Sfg Wealth Advisors, LLC
The Strategic Financial Alliance, INC.Broker
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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