Daniel Harkins is a PFS-designated registered investment advisor at Bedrock Advisors, based in Edmonds, WA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
The fee is negotiable. The above fee schedule includes the Outside Manager’s fee, up to 0.35% of total assets under management. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
320 Dayton St, Ste 250, Edmonds, WA, 98020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Daniel is a principal owner at Bedrock CPA Group, LLC, an accounting firm, and a part owner of J&M Holdco, an investment holding company. He is also a part owner of Harkins Goodnow PLLC, a tax preparation firm, spending a few hours per week on this during trading hours.
Employment History
Current Registrations
Bedrock Advisors
State Registrations1 state
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