Daniel Estenson is a CFP-designated registered investment advisor at Bernicke Wealth Management, based in Altoona, WI, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 868 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bernicke Wealth charges a fee based on a percentage of the assets they manage for you. The specific annual fee is identified in your contract with Bernicke Wealth. The fee is based on the average daily balance and is billed monthly in arrears. The maximum annual fee is 1.75%. The firm may aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Location
1565 Bluestem Blvd., Altoona, WI, 54720
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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.
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Daniel is a board member and volunteer archery instructor for Chippewa Bowhunters, Inc., a non-profit archery club. He also works full-time at Bernicke Wealth Management, Ltd., a registered investment advisor, with 120 hours per month during trading hours.
Employment History
Current Registrations
Bernicke Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
Bernicke Wealth Management, LTD.
Triad Advisors LLCBroker
State Registrations12 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.