Daniel Meehan
Daniel Meehan is a registered investment advisor at Cape Investment Advisory, INC., based in Mcdonough, GA, with 31 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 1,013 clients with $470M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.0M | 1.95% |
| $2.0M - $5.0M | 1.65% |
| $5M+ | 1.35% |
Fees are all-inclusive wrap fees covering management, execution, clearing, and custody. All fees are negotiable. There is a $350 minimum annual fee.
Fee Estimator
Location
1600 Pennsylvania Ave., Mcdonough, GA, 30253
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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
Cape Investment Advisory, INC.
Global Investment Advisory
American Global Wealth Management, INC.Broker
Previous Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Securities Management & Research, INC.Broker
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Arkadios Wealth Advisors
Arkadios CapitalBroker
Kalos Management
Kalos Capital, INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Securities America, INC.Broker
Raymond James Financial Services, INC.Broker
Fsc Securities CorporationBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Josephthal & CO., INC.Broker
Mathews, Holmquist & Associates, INC.Broker
State Registrations1 state
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
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