Advisor at PDE Wealth Advisors, LLC
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Firm
PDE Wealth Advisors, LLC
Location
Rancho Cucamonga, CA 91730
Credentials
Series 65
Industry experience
13 years
Daniel Flores is a financial advisor at PDE Wealth Advisors, LLC in Rancho Cucamonga, CA, holding a Series 65 designation with 13 years of industry experience. He previously worked at Legacy Investment Services, LLC and has been involved with PDE Insurance Services, Inc. as an insurance agent since 2017. PDE Wealth Advisors, LLC provides fee-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm uses a variety of analytical methods and may engage third-party managers while maintaining discretionary trading authority and monitoring performance.
Based on PDE Wealth Advisors, LLC
Based on PDE Wealth Advisors, LLC
$0 - $1,000,000: 1.25% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $3,000,000: 0.80% annually $3,000,000 - $4,000,000: 0.70% annually $4,000,000 - $5,000,000: 0.60% annually $5,000,000+: Negotiated
$200 per hour for financial planning
Ongoing financial planning services with negotiable fixed fee around $100 per month
Minimum fee: $1,000 minimum for financial planning hourly fee Fee-only: Financial planning hourly fee $200/hour with $1,000 minimum; ongoing financial planning negotiable fixed fee approx. $100/month
8655 Haven Ave, Suite 200
Rancho Cucamonga, CA 91730
Arizona · California · Texas
Legacy Investment Services, LLC
2019 - 2021 (2 years)
PDE Wealth Advisors, LLC
2018 - Present (8 years)
PDE Insurance Services, Inc.
2017 - Present (9 years)
Rpa Insurance Services
2013 - 2017 (4 years)
RPA Wealth Management
2013 - 2018 (5 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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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