Daniel Souders
Daniel Souders is a CFP-designated registered investment advisor at Souders Financial Advisors, LLC, based in Cincinnati, OH, with 36 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,314 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $1.2M | 0.80% |
| $1.3M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are calculated and billed quarterly in advance. Client accounts may be aggregated for fee arrangement purposes in order to achieve break points. For certain clients, the firm will use a flat or fixed fee schedule, which is often influenced by the scope of the engagement and the services provided.
Fee Estimator
Location
5968 Bridgetown Road, Cincinnati, OH, 45248
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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
Daniel is the President and an advisor at Souders Financial Advisors LLC, focusing on financial planning, advisory, and asset management, dedicating nearly full-time hours. He is also the President of Souders Financial Group Inc., a fixed insurance product sales and service company, spending about 10-20% of his time there.
Employment History
Current Registrations
Souders Financial Advisors, LLC
Previous Registrations
Private Client Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Pml Securities CompanyBroker
State Registrations1 state
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