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Daniel Venegoni

Tactical Investment Advisors, LLC
17 Years of Experience
Huntersville, NC
View SEC Summary
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Daniel Venegoni is a registered investment advisor at Tactical Investment Advisors, LLC, based in Huntersville, NC, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 106 clients with $33M in assets under management.

Tactical Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
106 clients
Average Client Portfolio
$312K average
Assets Under Management
$33.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and charged up to 2% per year based on net liquidation value, applied daily and billed monthly. Qualified clients may alternatively choose a performance-based fee structure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9820 Northcross Center Ct, 150, Huntersville, NC, 28078

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Daniel is the principal of Tactical Wealth Advisors, LLP, a registered Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO) with several investment pools. He also owns Tactical Wealth Technology Solutions, a technology SAAS company, Tactical Wealth Finance Solutions, a private lending company, and Smart Tax Moves, a tax practice where he spends nearly full-time.

Employment History
Current Registrations
Tactical Investment Advisors, LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Spd Group LLP
March 2016 - December 2022 · 6 yrs 9 mos
Spd Group LLP
July 2014 - January 2015 · 6 mos
Tactical Investment Advisors, LLC
July 2013 - December 2014 · 1 yr 5 mos
Tactical Wealth RIA
January 2011 - December 2013 · 2 yrs 11 mos
Tactical Wealth RIA
January 2011 - December 2011 · 11 mos
Tactical Wealth Advisors, LLP
September 2006 - December 2009 · 3 yrs 3 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.
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