Daniel Keith is a registered investment advisor at The Cavanaugh Group INC, based in Hilton Head, SC, with 30 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $490M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.35% |
Fee Estimator
Location
Hilton Head, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Cavanaugh Group INC
State Registrations1 state
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