Daniel Schuster
Advisor at Fjell Capital
Updated today
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
Fjell Capital
Location
Fargo, ND 58102
Credentials
CFP®, Series 65, Series 66
Industry experience
8 years
About
Daniel Schuster is a CFP® with eight years of industry experience, currently serving as a wealth advisor at Fjell Capital. His prior experience includes roles at Sanctuary Wealth and UBS. Outside of finance, he is active as a drummer and songwriter in the Fargo-Moorhead area, performing with local bands and managing a music production company. Fjell Capital provides investment management and financial planning services to individuals, high-net-worth clients, businesses, non-profits, and qualified retirement plan sponsors. The firm employs a disciplined, largely passive investment approach combined with Growth-at-a-Reasonable-Price equity selection and offers both integrated wealth management and standalone financial planning options.
Client services
Based on Fjell Capital
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Fjell Capital
Tax-loss harvesting
Private / alternative investments
Concentrated stock management
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Fee options
BluePrint flat fee for financial planning generally $5,000–$15,000, minimum $5,000
$0 - $750,000: 1.25% $750,000.01 - $1,750,000: 1.00% $1,750,000.01 - $2,750,000: 0.85% $2,750,000.01 - $5,000,000: 0.75% $5,000,000.01 - $7,500,000: 0.65% $7,500,000.01 - $15,000,000: 0.50% $15,000,000.01+: 0.40%
$500 per hour, billed in minimum 15-minute increments
Account minimum: $1,000,000 Minimum fee: $1,250 quarterly ($5,000 annually), may be waived at the Firm's discretion Fee-only: BluePrint flat fees $5,000–$15,000; hourly fees $500/hour
Location
27 10 Th Street North
Fargo, ND 58102
Most active in
Daniel S has reported serving >5 clients in these states in the last 12 months.
North Dakota · Texas
Work history
Fjell Capital
2023 - Present (3 years)
Sanctuary Wealth
2020 - Present (6 years)
UBS
2017 - 2020 (3 years)
WEX Health
2016 - 2017 (1 year)
Elevate Rock School
2015 - 2016 (1 year)
Full-Time Student (high school & college)
2008 - 2017 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Chad S
Series 65
Dilworth, MN
CTS Consulting, LLC
Jerald H
Series 63, Series 66
West Fargo, ND
Strategic Financial Inc.
Matthew B
Series 66
Fargo, ND
Cultivate Financial
Kacie S
CFP®, Series 66
Fargo, ND
Fortify Financial Group, LLC
Mark S
CFP®, Series 63, Series 66
Fargo, ND
Williams and Schiller Wealth Management, LLC
Grant H
Series 65
West Fargo, ND
Retirement Resource Wealth Management, LLC
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