DB
CFP
DB
CFP
Daniel Baker
13 Years of Experience
Rancho Cucamonga, CA
1 Disclosure
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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 393 clients with $560M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
393 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$556.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
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% |
Fees are negotiable at the firm's discretion. A minimum annual fee of $3,000 applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Rancho Cucamonga, CA
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 1998Employment History
Current Registrations
Trinity Capital Management, LLC
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Trinity Financial Partners
March 2013 - September 2013 · 6 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.
More Advisors
- Vi Chan, CFALPL Financial LLC
- Michael Bailey, CFPAmeriprise Financial Services, LLC
- Steven Lopez, CFPStrategic Advisers LLC
- Art Cardenas, CFPOsaic Wealth, INC.
- Gor Antashyan, CFPEdward Jones
- Qiong Jackson, CFPAmeriprise Financial Services, LLC