Daniel Rubio is a registered investment advisor at Searcy Financial Services, INC., based in Sugar City, ID. 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, High Net Worth, and 4 more. Their firm serves 193 clients with $510M 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 $3.0M | 0.75% |
| $3M+ | 0.50% |
Rates shown reflect the Gold service tier schedule. Platinum level charges 0.60% on all assets. Silver level charges 1.00% up to $1M, 0.75% from $1M to $2M, and 0.50% above $2M. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Sugar City, ID
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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 →Employment History
Current Registrations
Searcy Financial Services, INC.
Allos Investment Advisors, LLC
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.