Daniel Bessey
Daniel Bessey is a registered investment advisor at J.P. Morgan Securities LLC, based in Westlake Village, CA, with 18 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
Westlake Village, CA
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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 →Other Business Activities
Daniel is involved in several real estate ventures, including Deerhill Investments LLC (since 2025), Bessey Family Trust (since 2002), and Blue Ridge Partners Group LLC (since 2009). He dedicates minimal time to these activities.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Spear, Leeds & Kellogg, L.P.Broker
William O'neil & Company, IncorporatedBroker
State Registrations53 states
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