DD
ChFC
DD
ChFC
Dahlia Daley
15 Years of Experience
Bowie, MD
1 DisclosureSells Insurance
Dahlia Daley is a ChFC-designated registered investment advisor at Daley Capital, INC, based in Bowie, MD, with 15 years of industry experience. Dahlia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 10 clients with $4.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$405K average
Assets Under Management
$4.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Bowie, MD
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2005Denied
Other Business ActivitiesSells Insurance
Dahlia owns an independent insurance practice. She devotes about 10% of her time to this activity.
Employment History
Current Registrations
Daley Capital, INC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Daley Capital, INC
April 2008 - January 2014 · 5 yrs 9 mos
Investors Security Company, INC.
January 2004 - December 2007 · 3 yrs 11 mos
Prudential Financial Planning Services
June 2001 - July 2003 · 2 yrs 1 mo
State Registrations1 state
MD
Advisor
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.
Exams
No exam information available for this advisor.