Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
495 clients
Average Client Portfolio
$248K average
Assets Under Management
$122.8M

Fee Structure

Financial Planning:Charged separately
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Location

Andasol Business Centre Avenida, Andasol Marbella Malaga, 29604

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Daniel works as a financial advisor for SJB Global, providing financial advice to residents living outside the USA. This takes about half of Daniel's time, and he expects to derive 25% of his total yearly compensation from this business.

Employment History
Current Registrations
Blacktower Financial Management (US) LLC
June 2022 - Present · 3 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.