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Daniel Laraway

Sharpepoint, LLC
45 Years of Experience
Phoenix, AZ
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Daniel Laraway is a registered investment advisor at Sharpepoint, LLC, based in Phoenix, AZ, with 45 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 4 more. Their firm serves 491 clients with $220M in assets under management.

Sharpepoint, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
491 clients
Average Client Portfolio
$454K average
Assets Under Management
$222.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.20%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.50%

Fees are calculated on a blended rate using the market value of assets on the last business day of the previous month and billed monthly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5090 N. 40th Street, Suite 200, Phoenix, AZ, 85018

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 1993
Award / Judgment
Criminal
February 1981
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Private Advisor Group, LLC
June 2017 - January 2018 · 7 mos
LPL Financial LLCBroker
August 2015 - January 2018 · 2 yrs 5 mos
LPL Financial LLC
August 2015 - October 2017 · 2 yrs 2 mos
First Allied Advisory Services, INC.
July 2012 - August 2015 · 3 yrs 1 mo
First Allied Securities, INC.Broker
December 2008 - August 2015 · 6 yrs 8 mos
First Allied Securities, INC.
December 2008 - July 2012 · 3 yrs 7 mos
First Montauk Securities CORP.
June 2004 - December 2008 · 4 yrs 6 mos
First Montauk Securities CORP.Broker
September 1997 - December 2008 · 11 yrs 3 mos
Everen Securities, INC.Broker
September 1990 - August 1997 · 6 yrs 11 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
June 1989 - September 1990 · 1 yr 3 mos
Drexel Burnham Lambert IncorporatedBroker
November 1987 - June 1989 · 1 yr 7 mos
E. F. Hutton & Company INCBroker
April 1981 - October 1987 · 6 yrs 6 mos
State Registrations2 states
AZTX
Advisor

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
No exam information available for this advisor.
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