Daniel Reeves is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Ashton, MD, with 5 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,846 clients with $1.4B 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 | 2.00% |
Fees are negotiable up to 2.00% depending on portfolio size and complexity. Clients with $2,500,000 or more in assets may agree to an annual flat fee of up to $100,000.
Fee Estimator
Location
Ashton, MD
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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 →Other Business Activities
Daniel works as a financial analyst at Eaglestone Wealth Advisors, spending about a quarter of his time meeting client needs and processing information. He is also a registered representative with Emerson Equity, spending nearly full-time hours actively monitoring the market and maintaining his book of business.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Eaglestone Wealth Advisors, INC.
Dai Securities, LLCBroker
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.