Daniel Mauser is a registered investment advisor at Tru Independence Asset Management 2, LLC, based in Portland, OR, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 264 clients with $220M 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 $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
May include a minimum annual fee of $37,500 which may be waived or discounted at the Firm’s discretion.
Fee Estimator
Location
15350 SW Sequoia Parkway,, Suite 250, Portland, OR, 97224
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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 →Employment History
Current Registrations
Tru Independence Asset Management 2, LLC
Previous Registrations
Ipg Investment Advisors, LLC
Investment Placement GroupBroker
State Registrations1 state
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