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Daniel Spellman
22 Years of Experience
Madison, WI
1 Disclosure
Daniel Spellman is a registered investment advisor at Park Capital Management, LLC, based in Madison, WI, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 625 clients with $870M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
625 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$868.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
All fees are negotiable at Park Capital’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1601 Greenway Cross, Suite 201, Madison, WI, 53713
Get directionsHistory
Regulatory History (1)
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Regulatory
October 2009Final
Employment History
Current Registrations
Park Capital Management, LLC
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
M&i Investment Management CORP.
July 2005 - November 2009 · 4 yrs 4 mos
M&i Financial Advisors, INCBroker
June 2000 - December 2009 · 9 yrs 6 mos
Jwgenesis Financial Group, INCBroker
February 1999 - May 2000 · 1 yr 3 mos
State Registrations1 state
WI
Advisor
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
No exam information available for this advisor.