Daniel Hennessy is a CFA-designated registered investment advisor at Nepc, LLC, based in Redwood City, CA, 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 Investment Management. Their firm serves 444 clients with $140B in assets under management.
Compensation
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Fee Structure
NEPC offers discretionary services where they implement their investment advice. The fees for these services generally range from 0.10% to 0.50% of the total value of your portfolio per year. The exact fee depends on the amount of assets, the types of investments, and the level of service you want.
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.