Daniel Sant, CPA provides financial, tax, and business advisory services. Investment advisory services are outsourced to a third party. Fees are obtained through revenue sharing arrangements with investment advisory firms and are not in addition to regular fees. The firm uses a Top-Down analysis approach, examining economic, market, and industry trends before making investment decisions.
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Avg. per AdvisorN/A
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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