Daniel Wolfson is a registered investment advisor at Walter Keenan Wealth Management, based in South Bend, IN, with 12 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 153 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Foundation clients pay 1% of assets under management.
Fee Estimator
Location
202 S. Michigan St., Suite 910, South Bend, IN, 46601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Walter Keenan Wealth Management
Previous Registrations
Rsm US Wealth Management LLC
State Registrations1 state
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