Daniel Carter is a registered investment advisor at Sierra Management Group, based in Reno, NV, with 5 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 119 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
5255 Longley Lane, Suite 101, Reno, NV, 89511-5200
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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.
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Daniel is involved in several businesses, including D&A Tax LLC (tax consulting and preparation), D&A Management LLC (executive management of self-storage facilities), Longley Corners, South Meadows RV & Boat Storage LLC, Minden RV & Boat Storage LLC, and Caughlin Storage LLC (operation and development of self-storage facilities). These activities take up a significant amount of Daniel's time overall.
Employment History
Current Registrations
Sierra Management Group
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.