Daniel Sanchez is a registered investment advisor at Cs Planning CORP, based in Stuart, FL. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
850 NW Federal Highway, Ste 233, Stuart, FL, 34994
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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 Activities
Daniel is the manager and sole owner of The Human Geo Guy, LLC, providing tutoring services, dedicating a few hours per week. He also works as a night school teacher at RPS Academy for a few hours per week and as an AP exam scorer for College Board for one week each year.
Employment History
Current Registrations
Cs Planning CORP
State Registrations1 state
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