Daniel Laimon is a registered investment advisor at Trivant Custom Portfolio Group LLC, based in San Diego, CA, with 22 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 196 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriVant Custom Portfolio Group (TCPG) charges an annual management fee based on a percentage of the value of your portfolio, ranging from 0.5% to 0.875%. This fee is calculated and charged quarterly. If you open or close an account mid-quarter, the fee will be adjusted accordingly.
Location
600 W Broadway, Suite 225, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Trivant Custom Portfolio Group LLC
State Registrations2 states
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