Wealthcollab (CRD# 269840) is a financial advisory firm headquartered in Bellevue, WA. They manage $8,418,153 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$168,363
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Frankel (CRD# 5165778) is an Investment Advisor Representative working at Wealthcollab in Bellevue, WA and has over 11 years of experience in the finance industry. Daniel Frankel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.