Daniel Lester
Daniel Lester is a CFP-designated registered investment advisor at Sagebroadview Wealth Management, LLC, based in Farmington, CT, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 148 clients with $400M 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% |
The portfolio management fee is 0.50% annually. Wealth management clients also pay an integrated financial and tax planning fee ranging from $5,000 to $20,000 per year, and the total wealth management fee is subject to a minimum quarterly household fee of $2,000.
Fee Estimator
Contact
Daniel Lester
Location
10 Waterside Drive, Suite 305, Farmington, CT, 06032-2837
Get directionsHistory
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
More Advisors
- Lawrence Annello, CFP, PFSSagebroadview Wealth Management, LLC
- John Principe, CFPSagebroadview Wealth Management, LLC
- Nathaniel Morris, CFPEssex Financial Services, INC.
- Gerald Creem, CFAWells Fargo Advisors
- Hugo Soares, CFANavigator Financial LLC
- Meredith Pickett, CFPConnecticut Wealth Management, LLC