Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Slattery is an investment advisor representative with 1900 Wealth. Daniel Slattery is based in San Antonio, TX, and is a registered investment advisor with the state of Texas. Daniel Slattery specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for individuals, businesses, and pooled investment vehicles. Daniel Slattery also offers investment advisory services for individuals and businesses. Daniel Slattery holds the Personal Financial Specialist designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Consulting fees
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TX
10/01/2019 - Present
1900 Wealth (SAN ANTONIO TX)
Active
Inactive
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