Daniel Hennessy is a CFA-designated registered investment advisor at Nepc, LLC, based in Redwood City, CA, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 435 clients with $150B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Advisory services typically cost 0.05% to 0.20% of assets, while discretionary services typically cost 0.10% to 0.50% of assets. Fees are negotiable and vary based on portfolio size and complexity.
Fee Estimator
Location
900 Veterans Boulevard, Suite 340, Redwood City, CA, 94063
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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
Nepc, LLC
Previous Registrations
Alan Biller and Associates
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.
Exams
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