Areas of Practice
Education PlanningEstate PlanningGen XInvestment ManagementMiddle IncomeMillennials & Gen ZRetirement PlanningTax PlanningWomen
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$619K average
Assets Under Management
$18.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.30% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Daniel Kopp
Location
Sarasota, FL
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Regulatory History
Clean regulatory record
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 engages in educational consulting as an outside business activity. This requires a few hours per week of his time.
Employment History
Current Registrations
Wise Stewardship Financial Planning, LLC
May 2019 - Present · 6 yrs 10 mos
State Registrations3 states
FLMATX
Advisor
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
No exam information available for this advisor.
Contact
Daniel Kopp