Daniel Krause
Daniel Krause is a registered investment advisor at Counterpoint Asset Management LLC, based in Calabasa, CA, with 33 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 270 clients with $91M 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 $500K | 1.60% |
| $500K - $1.0M | 1.30% |
| $1M+ | 0.95% |
Counterpoint may receive total fee compensation of up to 2.0% per year because 50% of the account may be invested in funds managed by Counterpoint Mutual Funds, which are owned by the same people who own Counterpoint Asset Management.
Fee Estimator
Location
832 Wonder View Dr., Calabasa, CA, 91302
Get directionsHistory
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 →Other Business Activities
Daniel owns Counterpoint Distributors Inc., dedicating full-time hours to marketing, sales, and management since 2017. He is also a partner in Romulus Group, LLC, an investment-related activity requiring minimal time.
Employment History
Current Registrations
Counterpoint Asset Management LLC
Northern Lights Distributors, LLC
Northern Lights Distributors, LLCBroker
Previous Registrations
Sierra Investment Management INC
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Van Kampen Advisors INC
Van Kampen Funds INC.Broker
Alliancebernstein Investment Research and Management, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Nicholas-Applegate Securities (a California Limited Partnership)Broker
Stephens INC.Broker
Federated Securities CORP.Broker
State Registrations6 states
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