Kayla Daniel
Kayla Daniel is a registered investment advisor at Diversify Advisory Services, LLC, based in San Jose, CA, with 8 years of industry experience. Kayla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,698 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify Advisory Services charges a fee based on the value of your investments. The exact fee depends on the platform and the advisor you work with. Fees are negotiable, with a maximum annual rate of 1.75% for AMS, OMS, and DMS platforms. The Wealth Accumulator Strategy has a maximum fee of 1.00%. Envestnet Portfolio Solutions has a maximum fee of 2.00%. Pontera Retirement Solutions has a maximum fee of 2.00%. These fees do not include custodial fees or underlying investment fees. Some platforms also have strategy fees.
Location
1764 the Alameda, San Jose, CA, 95126
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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
Kayla works as a student intern at Adam America Real Estate, analyzing and assisting with acquisitions, including financial modeling and site visits. This activity, required for her Masters program, takes up a significant portion of her time during business hours.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Dfpg Investments, LLC
J.P. Morgan Securities LLCBroker
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.