Daniel Tauberg
Daniel Tauberg is a registered investment advisor at J.P. Morgan Securities LLC, based in Studio City, CA, 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. Their firm serves 1,055,400 clients with $350B 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 $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
12051 Ventura Blvd., Studio City, CA, 91604
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2020Other Business Activities
Daniel is a general partner in Tauberg Holdings, LLC, and owns rental property, both since 2016. He is also a partial/silent owner of Day Riverside Petroleum, LLC (a gas station) since 2014; none of these activities require a significant time commitment.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
Wamu Investments, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations23 states
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.