Daniel Johnedis is a CFA-designated registered investment advisor at Cratus Capital, LLC, based in West Palm Beach, FL, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 32 clients with $15M 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 $100K | 1.00% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are based on the sum of all accounts for clients with more than one account. Fees are based on the sum of all accounts within one family.
Fee Estimator
Location
West Palm Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cratus Capital, LLC
Previous Registrations
Strategic Wealth Partners, LTD.
Chesapeake Investment Group
Edward Jones
Waypoint Advisors, LLC
State Registrations1 state
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