Danny Seth is a registered investment advisor at Capital Fluency, based in Irvine, CA, with 6 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 31 clients with $19M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable. Qualified investors can also choose a performance-based fee structure: 1.0% of assets under management, plus 20% of net profits above a high-water mark.
Fee Estimator
Location
43 Corporate Park, Suite 104, Irvine, CA, 92606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danny owns several real estate properties through LLCs, making him an officer of those LLCs. He spends minimal time managing these properties, as his wife handles the day-to-day tasks.
Employment History
Current Registrations
Capital Fluency
State Registrations1 state
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