Daniel Ollquist is a CFP-designated registered investment advisor at Exchange Place Advisors, LLC, based in Canton, MA, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 256 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exchange Place Advisors provides investment management services for an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.20% and 1.00%, depending on the amount you invest and the type of investment management services you receive. The fee is charged quarterly, based on the market value of your investments on the last day of the previous quarter. Exchange Place may negotiate a different fee rate for certain client holdings.
Location
575 Washington Street, 2C, Canton, MA, 02021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Exchange Place Advisors, LLC
State Registrations2 states
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