Daniel Mastrolonardo is a registered investment advisor at Inspire Investing, LLC, based in Meridian, ID, with 1 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 463 clients with $2.9B 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 $1000K | 1.90% |
| $1.0M - $10.0M | 1.65% |
| $10.0M - $50.0M | 1.40% |
| $50M+ | 1.15% |
Fees are generally negotiable and the maximum advisory fee is not to exceed 2.50% annually. The portfolio management fee is 0.65% and the advisory services fee is negotiable.
Fee Estimator
Location
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
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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 owns Oak & Olive Living, LLC (an Amazon store) and Bridal Cry Ministries, LLC (a video podcast), dedicating about a quarter of his time to each. He also owns DFM Consulting Group as a sales and management consultant, spending about a quarter of his time.
Employment History
Current Registrations
Inspire Investing, LLC
State Registrations1 state
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