How does the advisor help clients – Key Takeaways:
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC provides expert financial guidance to clients without explicitly stating their expertise. With a professional approach, they assist clients in managing their finances and achieving their financial goals.
Facts and Insights
- Founded in 2009 by financial advisors John Daniels and Sarah Erickson
- Offices located in major cities across the United States
- Specializes in retirement planning, investment management, and tax planning
- Composed of a team of highly qualified financial advisors with extensive experience in the field
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 12 years |
Financial Services Offered
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC offers a wide range of financial services to their clients to meet their diverse needs. Some of the key services they offer include:
- Retirement planning
- Investment management
- Wealth management
- Tax planning
- Estate planning
- Insurance planning
Client Types
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC caters to a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Families
Fees & Compensation
The firm operates on a fee-only basis, meaning they do not receive any commissions or compensation from financial products. This ensures that their advice is unbiased and in the best interest of their clients. The firm charges a percentage of assets under management as their fee, which is typically lower than the industry average.
Background
The founders of DANIELS & ERICKSON FINANCIAL ADVISORS, LLC, John Daniels and Sarah Erickson, have a combined experience of over 30 years in the financial industry. They both hold advanced degrees and certifications in finance and have a deep understanding of the ever-changing financial landscape. The firm is built on a foundation of trust, integrity, and personalized service to their clients.
Financial Advisor Disclosures to Know
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC takes pride in their transparency and ethical practices. They adhere to all industry regulations and disclosures, including:
- Fiduciary duty to act in the best interest of their clients
- Disclosure of all potential conflicts of interest
- Compliance with all applicable laws and regulations
- Clear communication of fees and compensation structure
- Regularly updated Form ADV, which provides detailed information about the firm