Daniel Laraway
Daniel Laraway is a registered investment advisor at Sharpepoint, LLC, based in Phoenix, AZ, with 44 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 491 clients with $220M 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 $500K | 1.50% |
| $500K+ | 1.20% |
Fee Estimator
Location
5090 N. 40th Street, Suite 200, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 1993Criminal
February 1981Other Business ActivitiesSells Insurance
Daniel is involved in several outside business activities, including Laraway LLC (for tax/investment purposes), grief recovery coaching, life coaching, and high-performance driving coaching. He is also an insurance agent with SharpePoint Insurance Group, selling non-variable insurance, and operates SharpePoint Private Client Group as a Registered Investment Advisor DBA, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Sharpepoint, LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
E. F. Hutton & Company INCBroker
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.