Daniel Parcel is a registered investment advisor at Cc Investment Advisors, INC., based in Oklahoma City, OK, with 25 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 32 clients with $16M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $8.0M | 0.50% |
| $8M+ | 0.30% |
This fee schedule is for Managed Asset Allocation. Other strategies have different fee schedules. Fees are negotiable.
Fee Estimator
Location
8101 N.W. 10th st, Suite B, Oklahoma City, OK, 73127
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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
Cc Investment Advisors, INC.
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.