Daniel Webster is a registered investment advisor at Orchestral Financial Group INC., based in Amherst, NY, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 97 clients with $15M 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 $75K | 1.50% |
| $75K - $150K | 1.25% |
| $150K - $500K | 1.15% |
| $500K+ | 1.00% |
Fees may be negotiable. Sheltered Haven Portfolio: 0.35% for assets over $250,000.
Fee Estimator
Location
1404 Sweet Home Rd., Ste. 8, Amherst, NY, 14228
Get directionsHistory
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 a co-founder and co-owner of Environmentally Helpful Products LLC since 2007. He devotes minimal time to this non-investment related business.
Employment History
Current Registrations
Orchestral Financial Group INC.
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.