Daniel Short
Daniel Short is a registered investment advisor at Directional Asset Management, LLC, based in Arlington Heights, IL, with 28 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 42 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
171 W Wing St, #206, Arlington Heights, IL, 60005
Get directionsHistory
Regulatory History (3)
Regulatory
August 2025Customer Dispute
June 2013Customer Dispute
April 2008Other Business Activities
Daniel is the President and owner of Directional Asset Management LLC, a registered investment advisor. He also works as a Capital Markets Consultant for JVM Realty Corp, dedicating a few hours per week to each role.
Employment History
Current Registrations
Directional Asset Management, LLC
Previous Registrations
Jvm Securities, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Prudential Securities IncorporatedBroker
Barron Chase Securities, INC.Broker
State Registrations2 states
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.