Daniel Goldberg
Daniel Goldberg is a registered investment advisor at The Simple Investor's Guide, LLC, based in Simi Valley, CA, 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, Investment Management, Retirement Planning. Their firm serves 19 clients with $13M 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 | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.90% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
1445 E. Los Angeles Ave, Suite 301-M, Simi Valley, CA, 93065
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 Activities
Daniel is the General Manager and Owner of Top Talent Search Experts, LLC, a technical recruitment company. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
The Simple Investor's Guide, LLC
State Registrations2 states
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.