Daniel Boston is a CFP-designated registered investment advisor at The Butterfield Group LLC, based in Simi Valley, CA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $3.7M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are marginal. For Assets Under Management less than $1 Million, a minimum fee of $2,500 per quarter applies. In an event where the quarterly minimum fee exceeds 2% per annum of assets under management for the client, the minimum fee will be capped at 2%.
Fee Estimator
Location
Simi Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the owner of Paragon Engineering Group, an engineering services company, since 2021. He dedicates about a quarter of his time to general management and business development, including a few hours per week during securities trading hours.
Employment History
Current Registrations
The Butterfield Group LLC
State Registrations1 state
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