Daniel Bustamante is a registered investment advisor at Bustamante & CO, based in Phoenix, AZ, with 1 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 5 clients with $3.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bustamante & Co. offers two investment management fee structures:
- Long/Short Equity Strategy (Accredited Clients Only): An annual fee of 1% - 2% of assets under management, plus a 20% - 30% performance fee based on capital appreciation. The performance fee is calculated quarterly, with a "high water mark" to ensure clients only pay on net gains.
- Asset Management (Fee-Only): Available to all clients with a minimum investment of $500,000. The fee is up to 2.5% of assets under management, charged monthly in arrears.
Both fee structures are negotiable. Clients may terminate with 30 days' written notice and pay prorated fees for the period up to termination.
Location
2930 E Camelback Rd Suite 130, Phoenix, AZ, 85016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a managing member of Bustamante Capital LLC, a private family office and consultant to private companies. This activity takes a few hours per week.
Employment History
Current Registrations
Bustamante & CO
State Registrations1 state
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