Daniel Kalina
Daniel Kalina is a registered investment advisor at Fortis Group Advisors LLC, based in Westwood, NJ, with 19 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 2,780 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Group Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, investment supervision, and other account maintenance activities. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account, the complexity of your portfolio, and other factors. The maximum fee is 1.75%, but a lower fee may be negotiated. Employees and their family members receive a reduced fee. The fee is deducted directly from your account by the custodian.
Location
345 Kinderkamack Road, Suite B, Westwood, NJ, 07675
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Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Daniel is an advisor at Christopher Edwards Financial Associates, LLP, and an owner at Kalina Financial Services, both involving non-variable insurance. These activities are investment-related.
Employment History
Current Registrations
Fortis Group Advisors LLC
Previous Registrations
Fortis Group Advisors LLC
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Nylife Securities LLCBroker
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.