Daniel Saccal
Daniel Saccal is a registered investment advisor at Altitude Capital Management LLC, based in Palm Beach Gardens, FL, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 295 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.
Location
Palm Beach Gardens, FL
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Regulatory History (1)
Customer Dispute
May 1995Other Business ActivitiesSells Insurance
Daniel is the owner of Vision Wealth Management, Inc., offering annuities and life insurance since 2004, dedicating nearly full-time hours to this. He also co-owns Child Care Centers, Inc. and is a board member at Velocity Credit Union, spending minimal time on each.
Employment History
Current Registrations
Altitude Capital Management LLC
Previous Registrations
Wealth Watch Advisors, LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Sicor Securities INC
Sicor Securities INCBroker
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
G.F. Investment Services, LLCBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
High Mark Securities, INC.Broker
Lifemark Securities CORP.Broker
National Advisory Service, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.