| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees are negotiable on a client-by-client basis.
860 Airport Freeway, Suite 402, Hurst, TX, 76054
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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 →Daniel is the owner/agent of Corporate Pensions Company (insurance) since 1978, dedicating about 10-20% of his time. He is also the owner of CPC Benefit Pension & Ins Serv, Inc since 1987, and a consultant for Leap Systems Infinite Banking and Circle of Wealth (life insurance) since 2003, dedicating about 10-20% of his time to each. Daniel is also a registered representative and investment adviser representative at Leo Brokerage, LLC since 2009.