Daniel Giles is a registered investment advisor at Foster Group, INC., based in West Des Moines, IA, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,829 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foster Group offers investment management services with fees based on a percentage of your portfolio. The specific percentage varies depending on the service you choose and the amount you invest.
CoreWealth:
- Annual fee of 0.90% of your portfolio
- Minimum quarterly fee of $600
SignatureWealth:
- Up to $2,000,000: 1.00% per year
- $2,000,001 - $5,000,000: 0.80% per year
- Above $5,000,000: 0.60% per year
- Minimum quarterly fee of $2,500
SelectWealth:
- Up to $2,000,000: 1.00% per year
- $2,000,001 - $5,000,000: 0.80% per year
- $5,000,001 - $10,000,000: 0.60% per year
- $10,000,001 - $25,000,000: 0.50% per year
- $25,000,001 - $50,000,000: 0.40% per year
- Above $50,000,000: 0.30% per year
- Minimum quarterly fee of $15,000
Location
6601 Westown Parkway, Suite 100, West Des Moines, IA, 50266
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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 works as a Private Banker for Farmers State Bank, selling private banking services since October 2024. This takes a few hours per week.
Employment History
Current Registrations
Foster Group, INC.
Previous Registrations
Fsb Premier Wealth Management, INC.
Fsb Premier Wealth Management, INC.Broker
Clarendon Insurance Agency, INC.Broker
Sammons Financial Network, LLCBroker
State Registrations1 state
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.