Daniel Dingus
Daniel Dingus is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Sewickley, PA, with 23 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143
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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 Executive Director of Portfolio Management at Fragasso Financial Advisors, dedicating nearly full-time hours to this role. He is also an independent insurance agent, holds positions in several non-profits, manages a rental property, and has minimal involvement in his wife's Airbnb and catering businesses.
Employment History
Current Registrations
Private Client Services, LLCBroker
Fragasso Financial Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Stancorp Equities, INC.Broker
Stancorp Investment Advisers, INC.
Invesmart Advisors INC
Invesmart Securities, LLCBroker
Federated Securities CORP.Broker
State Registrations30 states
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