Advisor at DAS Wealth Management
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Firm
DAS Wealth Management
Location
Orlando, FL 32809
Credentials
CFP®, Series 66
Industry experience
10 years
Arun Kaushal is a CFP® with 10 years of experience and serves as the sole advisor at DAS Wealth Management. He has been with DAS Financials Inc since 2015. Outside of his advisory role, he owns several hospitality and consulting businesses across multiple states. DAS Financials Inc provides investment advisory and financial planning services to individuals, professionals, small businesses, pensions, trusts, estates, and corporations. The firm integrates discretionary portfolio management with financial planning and offers tax, accounting, and business consulting services.
Based on DAS Wealth Management
$100,000 - $250,000: 1.20% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $5,000,000: 0.40% $5,000,000 - $10,000,000: 0.35% $10,000,000+: 0.30%
Financial planning services charged at $100.00 per hour.
Account minimum: $500,000
8820 Orange Blossom Trail, Suite # 109
Orlando, FL 32809
Florida
DAS Financials Inc
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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