Daniel Wallick is a registered investment advisor at Wallick Investments, LLC, based in Columbia, SC, with 21 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, Retirement Planning, Socially Responsible Investing. Their firm serves 304 clients with $170M 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 $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Rates vary based on risk tolerance and asset allocation, with higher equity weightings carrying higher maximum fees. Fees are negotiable.
Fee Estimator
Location
2118 Lincoln Street, Columbia, SC, 29201
Get directionsHistory
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
Wallick Investments, LLC
Previous Registrations
Compass Capital Asset Management
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.
Exams
More Advisors
- William Jeter, CFAAbacus Planning Group, INC.
- George Starnes, ChFCNorthwestern Mutual Investment Services,llc
- David Kirkpatrick, CFPSouthstate Private Capital Management LLC
- Kyle Rasmussen, CFP, ChFCMML Investors Services, LLC
- Michael Burkett, CFACcm Investment Advisers, LLC
- Peter Pigeon, CFPHobbs Group Advisors LLC