Daniel Mesa
Daniel Mesa is a CFP-designated registered investment advisor at Beacon Global Advisor Network, LLC, based in Coral Gables, FL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 914 clients with $400M 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 $5.0M | 2.75% |
| $5M+ | 1.00% |
Fees are negotiable based upon AUM tier level at our sole discretion. Advisor Directed managed accounts do not pay a custodian asset-based fee. Instead, the client pays custodian transaction charges in accordance with the custodian’s transaction fee schedule for each transaction. The maximum platform fee charged will be fifteen (15) basis points per annum.
Fee Estimator
Location
150 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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 ActivitiesSells Insurance
Daniel sells fixed insurance products as an owner/agent, dedicating a few hours per week to this activity. This activity is investment-related.
Employment History
Current Registrations
Beacon Global Advisor Network, LLC
Previous Registrations
Skybound Wealth Management USA, LLC
Beacon Global Advisor Network, LLC
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.