Daniel Boulware is a registered investment advisor at The Institute, based in Clovis, CA, 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. Their firm serves 817 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWM charges a percentage of your assets under management. The exact fee is negotiated between you and your advisor, but the maximum fee is 2.00% per year. Fees can vary significantly among clients. IWM may waive fees for certain clients. IWM may also retain sub-advisors to assist with managing portfolios.
Location
8620 E. Nees Ave., Clovis, CA, 93619
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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 ActivitiesSells Insurance
Daniel is an insurance agent with various agencies, dedicating infrequent hours to this activity. He also owns rental property managed by an outside agency, requiring minimal time.
Employment History
Current Registrations
The Institute
Previous Registrations
Institute for Wealth Advisors, INC.
Sowell Management Services
Concert Wealth Management
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.