Daniel Beatty is a registered investment advisor at Selby Wealth Management, based in Emeryville, CA, with 19 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, Retirement Planning. Their firm serves 187 clients with $540M 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 $2.0M | 0.75% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Legacy Clients may be subject to different fees, and fees are subject to negotiation.
Fee Estimator
Location
2200 Powell Street, Suite 350, Emeryville, CA, 94608
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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
Selby Wealth Management
Previous Registrations
Brooker Wealth Management
State Registrations1 state
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