DT
DT
Daniel Tremblay
7 Years of Experience
Malvern, PA
1 DisclosureBroker
Daniel Tremblay is a registered investment advisor at Vanguard Advisers, INC., based in Malvern, PA, with 7 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 791,528 clients with $340B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2420 advisors
IM Fee
Planning only
Assets Under Management
$344.6B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
- Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
- Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
One-Time Plan:$250 - $1,000
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Location
100 Vanguard Blvd, Malvern, PA, 19355
Get directionsHistory
Regulatory History (1)
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Criminal
October 2007Final Disposition
Other Business Activities
Daniel is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is related to his employment.
Employment History
Current Registrations
Vanguard Advisers, INC.
July 2021 - Present · 5 yrs 3 mos
Vanguard Marketing Corporation
September 2019 - Present · 7 yrs 1 mo
Vanguard Marketing CorporationBroker
September 2019 - Present · 7 yrs 1 mo
State Registrations2 states
PATX
AdvisorBrokerBoth
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.
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