DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC is a trusted financial advisory firm that provides expert guidance and financial solutions for their clients. With years of experience in the industry, the team at DANIELS & ERICKSON FINANCIAL ADVISORS, LLC has been able to help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to cater to different needs and goals
- Empowers clients to make informed and strategic financial decisions
- Uses a holistic approach to address all aspects of a client’s financial situation
Facts and Insights
Founded in 2005, DANIELS & ERICKSON FINANCIAL ADVISORS, LLC has established a strong reputation for providing exceptional financial advice and services. The firm is known for its integrity, professionalism, and dedication to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance and risk management
Client Types
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC caters to a wide range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
Fees & Compensation
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC charges a fee based on the value of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients. The firm does not receive any commissions for recommending specific products or services, and therefore, there are no hidden fees or conflicts of interest.
Background
The team at DANIELS & ERICKSON FINANCIAL ADVISORS, LLC has a wealth of experience in the financial industry. The firm’s founders, John Daniels and Jane Erickson, are both Certified Financial Planners (CFPs) with a deep understanding of investment strategies, retirement planning, and risk management. They are committed to providing top-notch financial solutions and personalized service to all clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, DANIELS & ERICKSON FINANCIAL ADVISORS, LLC adheres to strict compliance regulations and standards. The firm has a clean disciplinary record and no conflicts of interest, ensuring that clients can trust their financial advice and services.