Advisor at Financial Insights Wealth Management
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Firm
Financial Insights Wealth Management
Location
Tacoma, WA 98402
Credentials
Series 65
Industry experience
10 years
Daniel Mc Caffrey is a financial advisor at Financial Insights Wealth Management in Tacoma, WA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Insights Inc. since 2013. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses, offering wealth management, financial and retirement planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, utilizing a range of investment vehicles and providing both discretionary and non-discretionary portfolio management.
Based on Financial Insights Wealth Management
Based on Financial Insights Wealth Management
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.25% $15,000,001+: 0.15%
Lead Adviser - $500/hour; Associate Advisor - $300/hour; Research & Analysis - $200/hour; General Administrative Services - $150/hour
Account minimum: $500,000 Minimum fee: $500 minimum financial planning fee
1551 Broadway, Suite 600
Tacoma, WA 98402
Washington
Financial Insights Inc.
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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