Daniel List is a registered investment advisor at Matson Capital LLC, based in Mason, OH, with 27 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable and may replicate fees from a client's prior advisor.
Fee Estimator
Location
5955 Deerfield Blvd, Mason, OH, 45040
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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
Matson Capital LLC
Matson Money, INC.
State Registrations10 states
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