Daneen Weaver is a registered investment advisor at Apella Wealth, based in West Hartford, CT, with 26 years of industry experience. Daneen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
65 Memorial Drive, Suite C340, West Hartford, CT, 06107
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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 →Other Business ActivitiesSells Insurance
Daneen is an officer and insurance agent at Marrella Insurance Group, LLC since October 2023. She spends a few hours per week processing paperwork and verifying commission payments related to annuities.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Marrella Private Wealth, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
The First Buffalo CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.