Daniel Schuster is a CFP-designated registered investment advisor at Fjell Capital, based in Fargo, ND, with 8 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 201 clients with $160M 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 $750K | 1.25% |
| $750K - $1.8M | 1.00% |
| $1.8M - $2.8M | 0.85% |
| $2.8M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Fees may be negotiable based on the complexity of the client's financial situation, the size of the account, and the overall relationship with the Firm. Clients whose fixed income portfolios are managed by separate account managers will be subject to two layers of fees: Fjell's fee and the separate account manager's fee.
Fee Estimator
Location
27 10th Street North, Fargo, ND, 58102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a musician, playing drums in various bands and at local events, and owns Firebird Productions LLC, a music production company. He also works as a wealth advisor at Fjell Capital, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Fjell Capital
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.