RM
RM

Robert George Mcdaniel

27 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
454 clients
Average Client Portfolio
$947K average
Assets Under Management
$429.8M

Fee Structure

Minimum Investment:$200K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $600K1.20%
$600K - $1.0M0.90%
$1.0M - $3.0M0.80%
$3.0M - $6.0M0.70%
$6M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3000 E. Birch Street, Suite 107, Brea, CA, 92821

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lighthouse Financial Services INC
November 1998 - Present · 27 yrs 3 mos
State Registrations3 states
CANETX
Advisor
Exams
No exam information available for this advisor.