Dan Carney
Dan Carney is a registered investment advisor at Carney Portfolio Management INC., based in Costa Mesa, CA, with 23 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 39 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Location
950 South Coast Drive, Suite# 225, Costa Mesa, CA, 92627
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1995Other Business ActivitiesSells Insurance
Dan is a board member at Midwest Insurance, a home insurance agency, dedicating about 10% of his workweek. He is also employed as the Chief Investment Officer for Midwest Insurance, spending about a quarter of his time in that role.
Employment History
Current Registrations
Carney Portfolio Management INC.
Previous Registrations
Citigroup Global Markets INC.
State Registrations1 state
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.