Daniel Snover
Daniel Snover is a ChFC-designated registered investment advisor at Pmv Capital Advisers, LLC, based in Dallas, TX, 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 Investment Management, Retirement Planning. Their firm serves 82 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees vary between 0.0% and 2.0% and are negotiated on an individual basis depending on facts, circumstances, and assets managed. Some client assets may be excluded from the fee calculation as specified in writing.
Fee Estimator
Location
15660 Dallas Pkwy, Suite 1250, Dallas, TX, 75248-3335
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Daniel works as an agent support representative for Compedge Financial, an insurance marketing organization, dedicating about half of his time to submitting insurance quotes. He is also the President and a 50% shareholder of PMV Capital, LLC, a holding company of an investment adviser, spending nearly full-time hours on this role.
Employment History
Current Registrations
Pmv Capital Advisers, LLC
Previous Registrations
Cabana Asset Management
Cabana Advisors, LLC
NFP Securities, INC.
Transamerica Financial Advisors, INC.
State Registrations1 state
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
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