DB
CFP
DB
CFP

Daniel Vincent Beringer

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
727 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1801 East Ninth Street, Suite 1600, Cleveland, OH, 44114

Get directions

History

Regulatory History
Clean regulatory record

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
Gfp Private Wealth
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2016 - April 2022 · 5 yrs 5 mos
Charles Schwab & CO., INC.Broker
November 2016 - April 2022 · 5 yrs 5 mos
State Registrations2 states
OHTN
Advisor
Exams
No exam information available for this advisor.