Daniel Capozzo is a CFA-designated registered investment advisor at Clearwell Group, based in Tampa, FL. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 60 clients with $410M 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 $10.0M | 1.00% |
| $10M+ | 0.60% |
Fees are negotiable. Certain clients may be under different fee agreements than the standard schedule.
Fee Estimator
Location
610 W. De Leon St., Tampa, FL, 33606-2720
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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
Clearwell Group
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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