Daniel Chappie is a CFA, CFP-designated registered investment advisor at Peninsula Asset Management INC, based in Bradenton, FL, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 188 clients with $270M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Amounts over $4 million are negotiable.
Fee Estimator
Location
1111 Third Avenue West, Suite 340, Bradenton, FL, 34203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Peninsula Asset Management INC
State Registrations2 states
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