Daniel Vandusen is a CFP-designated registered investment advisor at Objective Wealth, LLC, based in Phoenix, AZ, 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 Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 69 clients with $77M 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 | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Total investment advisory fees shall not exceed 1.5% per year, including sub-advisor fees. Investment Advisory Fees plus third-party manager’s fee shall not exceed 1.5% annually. Clients with $500,000 or more in assets under management receive ongoing financial planning services at no additional charge.
Fee Estimator
Contact
Daniel Vandusen
Location
Phoenix, AZ
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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 →Employment History
Current Registrations
Objective Wealth, LLC
Previous Registrations
Harvard Avenue Investment Advisory
State Registrations3 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
Additional Information
We are an independent, fee-only, financial planning firm located in Phoenix, AZ. We understand that financial topics can be intimidating for some so we take a hands on approach to helping you define and achieve your financial goals.