Daniel Korth
Daniel Korth is a registered investment advisor at Truvestments Capital LLC, based in Coppell, TX, with 32 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,473 clients with $600M 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 | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Coppell, TX
Get directionsHistory
Regulatory History (1)
Regulatory
January 2004Other Business ActivitiesSells Insurance
Daniel is a financial planning sales agent for The Estate Plans and an insurance agent selling fixed, disability, and life insurance. He also refers trust services for Summit Trust Company and offers cost reduction programs for businesses through Integrity Business Solutions, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Truvestments Capital LLC
Previous Registrations
Prosperity Financial Group, INC.
World Equity Group, INC.Broker
World Equity Group, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Questar Capital Corporation
Russian River Financial Services, INC.Broker
Washington Square Securities, INC.Broker
Intersecurities, INC.Broker
Chubb Securities CorporationBroker
Fidelity Equity Services 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.