Daniel Shub is a registered investment advisor at Octo Capital, LLC, based in Bingham Farms, MI, with 12 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, High Net Worth, Investment Management, and 2 more. Their firm serves 136 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Octo Capital charges either a fixed annual fee or a percentage of your portfolio for investment and financial advisory services. The fixed fee is negotiated and ranges from $4,000 to $12,000 per year, depending on the complexity and scope of services. Alternatively, they may charge 1.00% to 1.25% of your portfolio per year if a fixed fee is not appropriate.
Location
31600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025
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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 →Other Business ActivitiesSells Insurance
Daniel is a managing member of Shub & Company LLC, a life and health insurance agency, dedicating minimal time. He is also a managing member of Gold Star Insurance Group, LLC, a P&C insurance agency, dedicating minimal time.
Employment History
Current Registrations
Octo Capital, LLC
Previous Registrations
Global Financial Private Capital, LLC
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.