Daniel Lamacchia is a CFP-designated registered investment advisor at Worthington Wealth Management, based in Worthington, OH, with 41 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 138 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be lower than the standard fee. Consulting services are included in asset management fees, except for unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
57 East Wilson Bridge Road, Suite 300, Worthington, OH, 43085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Worthington Wealth Management
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Sweney Cartwright & CompanyBroker
State Registrations2 states
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