DC
DC

Daniel Victor Cozano

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,435 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$7.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.95%
$1.0M - $2.0M1.65%
$2.0M - $5.0M1.35%
$5.0M - $10.0M1.15%
$10M+1.00%

Fees are negotiable and determined for each individual client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 Montgomery Street, Suite 2400, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
One Capital Management, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Fundx Investment Group, LLC
September 2017 - May 2022 · 4 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.