Daniel Ross is a CFP-designated registered investment advisor at Liberty Wealth Management, LLC, based in Oakland, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,441 clients with $1.5B 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable under certain circumstances. LWM also offers a directly held mutual fund program through American Funds with fees ranging from 0.50% to 1.25%.
Fee Estimator
Location
411 30th Street, 2nd Floor, Oakland, CA, 94609
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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 Activities
Daniel is the President of Dan Ross CPA APC, a CPA firm, since 1996. He provides tax advice and accounting services, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Liberty Wealth Management, LLC
Previous Registrations
Ae Financial Services, LLCBroker
Liberty Group, LLCBroker
Liberty Wealth Management, LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Trusted Securities Advisors CORP.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
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.