How does the advisor help clients – Key Takeaways:
DANER WEALTH MANAGEMENT, LLC is committed to providing their clients with expert financial advice and guidance. They have a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
Their approach is personalized and tailored to each individual client’s needs, taking into account their unique financial situation, risk tolerance, and long-term objectives.
Some key ways that DANER WEALTH MANAGEMENT, LLC helps their clients include:
- Creating a comprehensive financial plan
- Providing investment management services
- Offering retirement planning and wealth preservation strategies
- Assisting with tax planning and estate planning
- Offering education and resources to improve financial literacy
Facts and Insights
DANER WEALTH MANAGEMENT, LLC is a registered investment advisor firm founded in 2005. They are headquartered in New York City and serve clients across the United States. Their team consists of 12 advisors who collectively have over 150 years of experience in the financial industry.
According to publicly available data, as of 2021, DANER WEALTH MANAGEMENT, LLC has $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 16 years |
Financial Services Offered
DANER WEALTH MANAGEMENT, LLC offers a wide range of financial services to help their clients achieve their financial goals. Some of the services they provide include:
- Investment management
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
- Portfolio management
Client Types
The advisors at DANER WEALTH MANAGEMENT, LLC work with a diverse range of clients, including individuals, families, small business owners, and corporations. They offer personalized financial solutions to meet the unique needs of each client.
Fees & Compensation
DANER WEALTH MANAGEMENT, LLC operates on a fee-only structure, meaning they do not receive commissions for recommending certain investments or financial products. Instead, they charge a percentage of assets under management, with fees typically ranging from 1% to 2% annually. This fee structure ensures that their advisors are always acting in the best interest of their clients.
Background
DANER WEALTH MANAGEMENT, LLC was founded in 2005 by John Daner, a finance expert with over three decades of experience in the industry. He has assembled a team of highly qualified advisors who are dedicated to providing their clients with the best financial advice and services.
Financial Advisor Disclosures to Know
As a registered investment advisor, DANER WEALTH MANAGEMENT, LLC is required to provide certain disclosures to potential clients. This includes information about their fee structure, services offered, and any potential conflicts of interest. Clients can find this information in the firm’s Form ADV, available on the Securities and Exchange Commission’s (SEC) website.