Daniel Frankel is a CFA, CFP-designated registered investment advisor at Wealthcollab, based in Bellevue, 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 Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 5 more. Their firm serves 67 clients with $230M in assets under management.
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Fee Structure
WealthCollab believes financial planning is a necessary prerequisite and therefore does not offer portfolio management on a standalone basis to individual clients. The firm offers two tiers of service that include investment management:
- Comprehensive Financial Life Planning: $1,375 per month, includes semi-annual review meetings, coordination with other advisors, on-call availability, discretionary management of passive investment portfolio, tax-optimized household allocation and rebalancing, and access to an online financial dashboard.
- Family Office Services: $1,375 to $5,000 per month, typically for clients with a net worth greater than $10,000,000 with complex circumstances. Includes a custom meeting schedule, coordination of complex tax or estate planning issues, on-call availability, discretionary management of passive investment portfolio for an unlimited amount of assets, tax-optimized household allocation and rebalancing, advice on private or alternative investments, advice on large stock options or executive compensation packages, advice on private business and incorporation into overall financial plan, and access to an online financial dashboard.
Contact
Daniel Frankel
Location
1400 112th Ave Se, Suite 100, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealthcollab
Previous Registrations
Cordant, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations3 states
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Additional Information
I am a CERTIFIED FINANCIAL PLANNER® with 10 years of experience helping professionals make smart, lasting financial decisions. I am passionate about bringing a transparent, authentic and personal experience to my clients.