Daniel Costigan is a CFA, CFP-designated registered investment advisor at Two Palms Financial, based in San Clemente, CA, with 6 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fee Estimator
Location
San Clemente, CA
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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 a member of the Board of Directors and a dog handler for the Pet Project Foundation, a non-profit animal shelter, dedicating about 10-20% of his time. This activity is not investment-related.
Employment History
Current Registrations
Two Palms Financial
Previous Registrations
Sageview Advisory Group, LLC
Fdx Capital LLCBroker
Pioneer Institutional Asset Management, INC.
Pioneer Funds Distributor, INC.Broker
State Registrations2 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.