Daniel Goldstein, a Certified Financial Planner, provides investment management services where he manages client assets on an individualized basis. Clients can place restrictions on their accounts. He also offers portfolio reviews and investment advice for a fee. Daniel Goldstein uses fundamental and cyclical analysis to develop client portfolios with an asset allocation approach. Portfolios consist of bonds, stocks, ETFs, and mutual funds.
Assets Under Management$46M
Clients72
Advisors1
Avg. per Client$640K
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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