Daniel Bennett
Daniel Bennett is a registered investment advisor at Advanced Portfolio Strategies, based in Torrance, CA, with 27 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 372 clients with $160M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.40% |
Fees are generally negotiable. AMGI may also utilize a blended rate for clients that intend to increase assets in the future.
Fee Estimator
Location
3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Other Business ActivitiesSells Insurance
Daniel is a California registered insurance agent focusing on the sales of life, disability, and long-term care insurance. He also serves as Treasurer at Santa Monica Palisades Lodge #307, a non-profit fraternal order, dedicating a few hours per week to bookkeeping and managing bank accounts.
Employment History
Current Registrations
Advanced Portfolio Strategies
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
Espirito Santo Securities INC.Broker
Scudder Weisel Capital, LLCBroker
Espirito Santo Securities INC.Broker
Finantia Brokers LTDBroker
Drake Capital Securities, INC.Broker
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.