Daniel Ervin is a registered investment advisor at Ervin Investment Management, based in Seattle, WA, with 7 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 102 clients with $240M 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 $4.0M | 0.40% |
| $4.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fees are occasionally negotiable for certain client circumstances.
Fee Estimator
Location
Seattle, WA
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 works full-time as an Instructional Specialist for Highline Public Schools. He also serves as a successor trustee of a trust, managing a portion of the trust portfolio with his siblings, dedicating minimal time to this role.
Employment History
Current Registrations
Ervin Investment Management
Previous Registrations
Reis Investment Management, INC.
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.