Daniel Barnes is a CFA-designated registered investment advisor at Strait & Sound, based in Seattle, WA, 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 277 clients with $300M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
277 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$303.9M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.30% |
| $600K - $1.2M | 1.10% |
| $1.2M - $2.4M | 1.00% |
| $2.4M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for assets over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Seattle, WA
Get directionsHistory
Regulatory History (1)
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Regulatory
May 2022Final
Employment History
Current Registrations
Strait & Sound
September 2020 - Present · 5 yrs 7 mos
Previous Registrations
Karp Capital Management Corporation
March 2018 - March 2018 · 0 mos
Rb Capital Management, LLC
January 2016 - December 2020 · 4 yrs 11 mos
Rb Capital Management, LLC
November 2006 - December 2015 · 9 yrs 1 mo
Barnes Capital
August 2006 - May 2021 · 14 yrs 9 mos
State Registrations3 states
CATXWA
Advisor
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.
Exams
No exam information available for this advisor.