Daniel Pinheiro
Daniel Pinheiro is a CFA, CFP-designated registered investment advisor at South Coast Planning & Wealth Management, based in Fall River, MA, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 70 clients with $35M 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 | 1.20% |
| $500K - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Contact
Daniel Pinheiro
Location
222 Milliken Blvd, Fall River, MA, 02721
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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 →Employment History
Current Registrations
South Coast Planning & Wealth Management
Previous Registrations
Barry Investment Advisors, 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
Additional Information
Dan has nearly 20 years of investment & financial planning experience working with individuals, institutions, endowments, and foundations. Daniel’s investment experience & financial planning expertise allows him to get results for both clients who are just getting started on their financial journeys and those with very complex situations.