Daniel Quirk
Daniel Quirk is a registered investment advisor at Bucket List Wealth Management, LLC, based in The Villages, FL, 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 Business Owners, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 482 clients with $220M 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 | 2.00% |
The maximum annual management fee is 2.00%. The actual fee is negotiable based on the size of the account.
Fee Estimator
Location
8564 East County Road 466,, Suite 203, The Villages, FL, 32162
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 a licensed insurance agent since 2014, but does not actively use the license and refers clients to other agents. Daniel is also a co-owner of Fun Functions, LLC, an event planning and entertainment company.
Employment History
Current Registrations
Bucket List Wealth Management, LLC
Previous Registrations
Ae Wealth Management, LLC
State Registrations6 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.
Exams
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