Daniel Stephen is a registered investment advisor at Servatus Capital, based in Naples, FL, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 25 clients with $110M 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 | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fee schedule is for Total Wealth Management Portfolio. Tactical Opportunity Management Portfolio has a different fee schedule: First $1,000,000: 0.95%; Next $9,000,000: 0.90%; Next $10,000,000: 0.80%; Next $10,000,000: 0.70%; Next $10,000,000: 0.60%; Above $40,000,000: 0.50%
Fee Estimator
Location
999 Vanderbilt Beach Road, Suite 707, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Servatus Capital
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
State Registrations2 states
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