Daniel Zamora is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 1 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131
Get directionsDaniel is a Director for Habitat for Humanity of Greater Miami Young Professionals Board, dedicating minimal time to volunteer work and fundraising. This activity is not investment-related.
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.