| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $500K | 1.95% |
| $500K - $750K | 1.85% |
| $750K - $1.2M | 1.60% |
| $1.3M - $2.0M | 1.45% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.20% |
Advisory fees are negotiable.
200 Ashford Center North, Suite 400, Atlanta, GA, 30338
Get directionsDaniel operates Wealth Horizon, Inc. and IFG Advisory, LLC as DBAs for his LPL business and as a registered investment advisor, dedicating full-time hours to these activities. He also owns Unique Atlanta Homes, Inc., where he renovates and flips distressed homes, spending a few hours per week on this.