Daniel Adams is a registered investment advisor at Analog Capital Partners LLC, based in Houston, TX, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 173 clients with $93M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are charged on a blended rate and are negotiable. There is a minimum annual fee of $1,188.
Fee Estimator
Location
12 Greenway Plaza, Suite 1115, Houston, TX, 77046
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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 account manager for Refinitiv, a company that licenses and markets data products and services, dedicating minimal time outside of trading hours. He expects 50% of his total yearly compensation to be derived from this business.
Employment History
Current Registrations
Analog Capital Partners LLC
Previous Registrations
Credit Suisse Securities (USA) LLC
State Registrations3 states
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