Daniel Wallwitz is a CFP-designated registered investment advisor at Portside Wealth Group, LLC, based in highland, UT. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
5255 W 1100 N Suite 225, highland, UT, 84003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Portside Wealth Group, LLC
State Registrations1 state
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