Daniel Keller is a registered investment advisor at Luma Capital, based in Naples, FL, with 20 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 58 clients with $130M 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Advisory fees are negotiable depending on the client mandate and portfolio size. Family office clients have separate, customized fees.
Fee Estimator
Location
4850 Tamiami Trail North, Suite 301, Naples, FL, 34103
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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 Activities
Daniel works as an accountant and advisor for Aqualane Advisory, spending about 10-20% of his time. He also manages LUMA Alternative Investments, dedicating a few hours per week, and acts as director for various family entities and holding companies.
Employment History
Current Registrations
Luma Capital
Previous Registrations
Luma Capital
Luma Capital
State Registrations1 state
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