Daniel Grix
Daniel Grix is a registered investment advisor at Success Wealth Management LLC, based in Wexford, PA, with 1 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 772 clients with $97M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. SWM also manages assets held away, charging a negotiable annual fee not to exceed 0.75%.
Fee Estimator
Location
11676 Perry Highway, Suite 1207, Wexford, PA, 15090
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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 ActivitiesSells Insurance
Daniel is the CIO/insurance agent at Modern District Financial, where he is involved in investment-related insurance sales and services. He dedicates nearly full-time hours to this practice.
Employment History
Current Registrations
Success Wealth Management LLC
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.