Daniel Frattali is a registered investment advisor at Hs Wealth Partners, based in Nashville, TN, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 285 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HS Wealth Partners charges a percentage of your portfolio annually for wealth management services. The exact percentage depends on the complexity of your situation, the amount you invest, and your overall relationship with HS Wealth Partners, but it can be up to 1.75% per year. This fee includes custodial costs and transaction fees. Fees may be negotiable. The amount you pay will take into consideration the total amount you have invested with HS Wealth Partners.
Location
25 Music Square East, Suite 200, Nashville, TN, 37203
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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.
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Daniel is the president of Frattali & Co, Inc., a CPA/Enrolled Agent/Tax Prep/Accounting Services firm. This takes up a full-time commitment.
Employment History
Current Registrations
Hs Wealth Partners
Previous Registrations
Cambridge Investment Research Advisors, INC.
Daniel L Frattali an Accountancy Corporation
State Registrations1 state
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