Daniel Braddock
Daniel Braddock is a registered investment advisor at Almega Wealth Management, based in Scottsdale, AZ, with 3 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 227 clients with $82M 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 | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable. If the client requests a customized active investment advisory service, Almega may charge an AUM fee up to +1.0% higher than quoted in the above table for the specific account(s) utilizing an active investment advisory service.
Fee Estimator
Location
8350 E. Raintree Drive, Suite 215, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (5)
Regulatory
June 2022Financial
April 2018Financial
September 2017Financial
June 2017Criminal
September 1997Other Business ActivitiesSells Insurance
Daniel owns Scott Braddock Financial, an insurance agency, since 2003. He dedicates about 80% of his time to marketing and insurance sales.
Employment History
Current Registrations
Almega Wealth Management
State Registrations1 state
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.