Daniel Poulsen is a registered investment advisor at Private Advisory, based in Redmond, WA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 601 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisory Group's fees for managing your investments are based on a percentage of the value of your portfolio. The specific rate depends on the advisor managing your account and when you became a client.
They also offer a performance-based fee arrangement for certain clients, where they earn 18.3% of the absolute annual return above a high water mark. To be eligible for this, you must also have at least $1 million managed under their standard fee schedule.
Location
16880 NE 79th Street, Redmond, WA, 98052
Get directionsHistory
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 is a partner at September Investments, LLC, a personal real estate investment company. He spends a few hours per week researching properties, organizing financing and contractors, and attending auctions.
Employment History
Current Registrations
Private Advisory
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services 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.