Daniel Weiss is a CFP-designated registered investment advisor at Avrio Wealth LLC, based in Singapore, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 27 clients with $26M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.40% |
Fees may be negotiable depending on the size and type of account, complexity of planning, and services required. Minimum annual fee of $10,000 for investment management only relationships may be waived at Avrio's discretion.
Fee Estimator
Location
20 Collyer Quay, #12-08, Singapore, 049319
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Avrio Wealth LLC
Avrio Wealth PTE LTD
Previous Registrations
Prairieview Partners, LLC
State Registrations2 states
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