Daniel Boulware
Daniel Boulware is a registered investment advisor at Platinum Wealth Management, LLC, based in Fresno, CA, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees are negotiable and can range from 0% to 1.70% depending on client needs and strategy complexity.
Fee Estimator
Location
8050 N. Palm Avenue Suite 300, Fresno, CA, 93711
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 →Other Business ActivitiesSells Insurance
Daniel is an insurance agent with various agencies, dedicating infrequent hours to this activity. He also owns rental property managed by an outside agency, requiring minimal time.
Employment History
Current Registrations
Platinum Wealth Management, LLC
Previous Registrations
The Institute
Institute for Wealth Advisors, INC.
Sowell Management Services
Concert Wealth Management
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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