Daniel Lester
Daniel Lester is a CFP-designated registered investment advisor at Sagebroadview Wealth Management, LLC, based in Farmington, CT, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 146 clients with $350M 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 | 0.50% |
This is the portfolio management fee for Wealth Management and Young Professionals Program clients. Wealth Management clients also pay a fixed financial and tax planning fee ranging from $5,000 to $20,000 per year. Young Professionals Program clients also pay a monthly fee starting at $300 for individuals and $350 for couples, and a one-time onboarding fee of $1,000 for individuals and $1,500 for couples.
Fee Estimator
Contact
Daniel Lester
Location
10 Waterside Drive, Suite 305, Farmington, CT, 06032-2837
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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.
Learn about disclosures →Employment History
Current Registrations
Sagebroadview Wealth Management, 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.
Exams