Daniel Kaufman is a registered investment advisor at Maslow Wealth Advisors, based in Portland, OR, with 3 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 395 clients with $2.8B 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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
A minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of our firm.
Fee Estimator
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Maslow Wealth Advisors
State Registrations2 states
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