Danielle Cain is a CFP-designated registered investment advisor at 360 Financial, based in Elk River, MN, with 19 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 832 clients with $570M 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 $200K | 1.60% |
| $200K - $750K | 1.50% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $15.0M | 0.65% |
| $15M+ | 0.65% |
Fees are negotiable for accounts over $15,000,000. In general, household totals are taken into account when determining a Client’s fee rate. Financial Planning & Consulting services are included in our 360 Asset Management service for no additional fee for accounts with at least $500,000.
Fee Estimator
Location
510 Freeport Ave, Suite A, Elk River, MN, 55330
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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
Danielle operates 360 Financial as a DBA for her LPL business and works as a notary in Minnesota. She also provides administrative support to 360 FINANCIAL, INC, an independent investment advisor firm, dedicating full-time hours to this activity.
Employment History
Current Registrations
360 Financial
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
LPL Financial LLCBroker
Linsco/private Ledger CORP.Broker
Country Capital Management CompanyBroker
State Registrations1 state
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.