Dean Daniel is a registered investment advisor at Daniel Capital Management, LLC, based in Potomac Falls, VA, with 18 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.70% |
Fees are negotiable. The firm may also charge performance-based fees.
Fee Estimator
Location
Potomac Falls, VA
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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
Dean provides strategic finance consulting services to corporations and start-ups on an hourly basis. This consumes about 10% of his time.
Employment History
Current Registrations
Daniel Capital Management, LLC
Previous Registrations
Financial Investments, INC.
State Registrations1 state
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