DS
CFP
DS
CFP
Daniel Seltzer is a CFP-designated registered investment advisor at Arrow Wealth Advisors, based in Auburn, CA, with 14 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, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 199 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
199 clients
Average Client Portfolio
$546K average
Assets Under Management
$108.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10831 Combine Rd, Suite A, Auburn, CA, 95602
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2024Settled
Employment History
Current Registrations
Arrow Wealth Advisors
December 2017 - Present · 8 yrs 4 mos
Previous Registrations
US Financial Advisors, LLC
January 2012 - November 2017 · 5 yrs 10 mos
LPL Financial LLC
October 2011 - March 2013 · 1 yr 5 mos
LPL Financial LLCBroker
September 2011 - December 2017 · 6 yrs 3 mos
State Registrations3 states
CAFLTX
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.