Danielle Miura is a CFP-designated registered investment advisor at Spark Financials LLC, based in Elk Grove, CA, with 4 years of industry experience. Danielle 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, Insurance Planning, and 3 more. Their firm serves 7 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $2,000 for investment management. Fees may be negotiable.
Fee Estimator
Location
Elk Grove, CA
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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.
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Danielle owns Spark Tax LLC, where she works as a tax preparer providing tax services. She spends about 10-20% of her time on this activity, including some time during securities trading hours.
Employment History
Current Registrations
Spark Financials LLC
State Registrations1 state
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