Menachem Daniels
Menachem Daniels is a registered investment advisor at Alexander Capital Wealth Management LLC, based in West Palm Beach, FL, with 36 years of industry experience. Menachem operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 621 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACWM offers investment management through wrap fee programs. The annual management fee is negotiated with each client and ranges from 0.25% to 2.00% of the value of your portfolio. The fee includes money management, certain transaction costs, and custodial and administrative costs. There is no minimum fee for investing on the Envestnet | Placemark platform. The advisory fee is negotiable, depending on individual client circumstances. In some cases, ACWM may charge a fixed fee for portfolio management, which will be negotiable.
Location
West Palm Beach, FL
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Regulatory History (1)
Financial
December 2019Other Business ActivitiesSells Insurance
Menachem owns Nahum Daniels LLC, selling and servicing fixed insurance and securities, dedicating nearly full-time hours to this endeavor. He also presided over meetings for Chabad of Stamford CT, a religious charity, for two years, dedicating a few hours per week.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Integrated Retirement Advisors, LLC
Previous Registrations
Brokers International Financial Services, LLC.Broker
Brokers Financial
LPL Financial LLCBroker
LPL Financial LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Kbl Wealth Advisors, LLC
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Cambridge Investment Research, INC.Broker
Legacy Financial Advisors, LTD.
Cadaret, Grant & CO., INC.Broker
Wma Securities, INC.Broker
MML Investors Services, INC.Broker
Global Capital Securities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Cigna Securities, INC.Broker
State Registrations3 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.