Daniel Weeder is a registered investment advisor at Arrien Investments, INC., based in Boise, ID, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 449 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arrien Investments charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 1.50% per year, depending on the size of your account. The fees are calculated on the average daily value of your account and charged quarterly.
Location
4477 West Emerald Street, Suite A100, Boise, ID, 83706
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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.
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Daniel is a limited partner in 11 Holly Avenue Limited Partnership, a real estate venture, since 2005. He spends minimal time on this activity.
Employment History
Current Registrations
Arrien Investments, INC.
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.