Daniel Baker
Daniel Baker is a CFP-designated registered investment advisor at Trinity Capital Management, LLC, based in Rancho Cucamonga, CA, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 393 clients with $560M 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 $500K | 1.20% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
TCM requires a minimal annual fee of $3,000. The Firm’s fees can be negotiated by TCM under certain circumstances, and at the sole discretion and authority of TCM.
Fee Estimator
Location
Rancho Cucamonga, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 1998Employment History
Current Registrations
Trinity Capital Management, LLC
Previous Registrations
Trinity Financial Partners
State Registrations1 state
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