A complete list of active advisors currently associated with DAS Wealth Management
Warmer can help you find a great advisor at DAS Wealth Management or one who fits your needs even better.
Das Financials Inc. provides investment advisory and financial planning services to a mix of individuals, self‑employed professionals, small businesses, pensions, trusts, estates and corporations. The firm combines discretionary portfolio management with standalone financial planning and also offers tax, accounting and business consulting services. Portfolios are generally managed on a discretionary basis and are tailored to each client’s stated objectives and risk tolerance, with investment decisions guided by fundamental, technical and cyclical analysis. Financial planning is offered separately and billed on an hourly basis, while investment advisory fees are disclosed on an asset‑based schedule and billed quarterly. What is distinctive for an investment‑manager‑type adviser is the firm’s integration of accounting and licensed insurance activities alongside portfolio management: staff provide tax and accounting services and are authorized to place insurance products for commissions. The firm is a small, principal‑driven operation that accepts corporate/business clients and permits client‑directed brokerage and fee‑debiting arrangements, factors that may affect conflicts of interest and service delivery.
To learn more about the advisors currently working at DAS Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Orlando, FL
| 10
|
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