Daniel Brown
Daniel Brown is a CFA-designated registered investment advisor at Richardson Capital Management, LLC, based in Menomonee Falls, WI, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 233 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Wealth Management Services Fee Schedule. Fees are negotiable. Family Office Services have a different fee schedule: 1.00% from $0 to $10 million, 0.75% from $10,000,001 to $15 million, and 0.50% over $15 million.
Fee Estimator
Location
W134 N8688 Executive Parkway, Menomonee Falls, WI, 53051
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Richardson Capital Management, LLC
Previous Registrations
Annex Wealth Management, LLC
BMO Asset Management U.S.
M&i Investment Management CORP.
State Registrations1 state
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