Daniel O'halloran
Daniel O'halloran is a CFP-designated registered investment advisor at The Genwealth Group, INC., based in Maplewood, NJ, with 3 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 261 clients with $480M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Seton Hall Alumni who engage with the Company for investment advisory services with assets of $500,000 or more receive a 10% discount on their first year advisory fee. The minimum annual fee of $6,250 is waived for clients in the automated investment program.
Fee Estimator
Location
6 Inwood Place, Maplewood, NJ, 07040
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 ActivitiesSells Insurance
Daniel is an independent licensed insurance agent since February 2024, selling accident, health, and life insurance. This activity requires minimal time.
Employment History
Current Registrations
The Genwealth Group, INC.
Previous Registrations
Emissary Wealth
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.