Daniel Webster
Daniel Webster is a registered investment advisor at Fusion Capital, LLC, based in N. Myrtle Beach, SC, with 18 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 1 more. Their firm serves 700 clients with $490M 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 $1.0M | 1.90% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees are negotiable for accounts of $5 million and above. Utilizing third-party sub-advisers incurs an additional non-negotiable sub-adviser fee.
Fee Estimator
Location
122 Hwy. S., N. Myrtle Beach, SC, 29582
Get directionsHistory
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 ActivitiesSells Insurance
Daniel is the sole owner and president of Webster Financial and Tax Advisory Group, recommending non-securities insurance products to clients and spending minimal time on insurance sales. He is also a partner in Fusion Realty, LLC, a real estate entity owning commercial properties, dedicating minimal time to this activity.
Employment History
Current Registrations
Fusion Capital, LLC
Previous Registrations
American Investment Services
State Registrations1 state
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.