Daniel Boston is a CFP-designated registered investment advisor at The Butterfield Group LLC, based in Simi Valley, CA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 60 clients with $7.9M 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Clients may alternatively pay a flat quarterly retainer of $1,000. Accounts under $1M are subject to a minimum fee of $2,500 per quarter, capped at 2% per year of assets under management.
Fee Estimator
Location
Simi Valley, CA
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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 is the owner of Paragon Engineering Group, an engineering services company, since 2021. He dedicates about a quarter of his time to general management and business development, including a few hours per week during securities trading hours.
Employment History
Current Registrations
The Butterfield Group LLC
State Registrations1 state
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
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