Daniel Lear is a CFP-designated registered investment advisor at Private Client Services, LLC, based in St. Louis Park, MN, with 10 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426
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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.
Learn about disclosures →Other Business Activities
Daniel is an Investment Advisor Representative at Affiance Financial, LLC, dedicating full-time hours to this role. He is also a direct owner of Zavie, LLC, a holding company for his membership interest in Affiance Financial, LLC, requiring minimal time. Additionally, Daniel serves on the Board of Directors for Best Prep Board, a non-investment related activity focused on student literacy, spending minimal time on this.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Affiance Financial LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations22 states
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