Advisor at Alignment Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alignment Financial Group
Location
Exeter, NH
Credentials
Series 63, Series 66
Industry experience
14 years
Daniel Pimental is a financial advisor at Alignment Financial Group with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors from 2015 to 2021. Alignment Financial Group primarily serves institutional plan sponsors and pooled investment vehicles, focusing on pension consulting and advisory services. The firm uses a tactical allocation approach across various asset classes and also manages a digital currency fund as general partner and investment manager.
Based on Alignment Financial Group
Based on Alignment Financial Group
0.75% to 1.25% per annum depending on account size and complexity
Performance fee available for qualified clients based on gains exceeding 8% plus S&P 500 Index, assessed quarterly in arrears, with high water mark.
Fee-only: Investment management fees range from 0.75% to 1.25% per annum, average approximately 1.0% per annum, payable monthly in arrears.
Exeter, NH
New Hampshire
Wells Fargo Advisors
2015 - 2021 (6 years)
Alignment Financial Group, Llc
2009 - Present (17 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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Wolf Pine Capital
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