Daniel Kaufman is a CFA, CFP-designated registered investment advisor at Maslow Wealth Advisors, based in Portland, OR, 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 Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee will not exceed 1.00% and is subject to a $10,000 minimum annual fee. Fees are individually negotiated based on portfolio size and complexity.
Fee Estimator
Location
Portland, OR
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 →Employment History
Current Registrations
Maslow Wealth Advisors
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
More Advisors
- Ryan Long, CFAAdvisory Solutions Group
- Philip Richman, CFPCiclo Wealth LLC
- Reem Rizk-Hunter, CFPColdstream Wealth Management
- Rachel Gustafson, CFPSummit Wealth Group
- Shaughn Scott, CFPScott Capital Advisors, LLC
- Gaylord Lyman, CFAAshton Thomas Private Wealth