Daniel Dame
Daniel Dame is a ChFC-designated registered investment advisor at Pmg Wealth Management, based in Cape Coral, FL, with 40 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 443 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000.
Fee Estimator
Location
Cape Coral, FL
Get directionsHistory
Regulatory History (1)
Regulatory
March 2017Other Business ActivitiesSells Insurance
Daniel acts as a broker for various insurance companies through Dame Financial Services, dedicating about 10-20% of his time to this activity. He also operates under the DBA PMG Wealth Management, spending minimal time on it.
Employment History
Current Registrations
Pmg Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, INC.Broker
Mimlic Sales CorporationBroker
Consolidated Resources, INC.Broker
Pruco Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.