Daniel Griffin
Daniel Griffin is a registered investment advisor at Wesfair Advisory Group, INC., based in Chappaqua, NY, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 11 clients with $25M 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 $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Minimum annual fee of $2,500. Fees are negotiable. Total fee will not exceed 2% AUM annually.
Fee Estimator
Location
480 Bedford Road, Chappaqua, NY, 10514
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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 ActivitiesSells Insurance
Daniel owns Wesfair Agency, Inc., a property casualty insurance firm, though he is not a commissioned salesperson. He is also the co-owner of JH Solutions LLC DBA Wesfair Tax, an accounting and tax preparation service, dedicating minimal time to this venture.
Employment History
Current Registrations
Wesfair Advisory Group, INC.
State Registrations1 state
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