| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Medford, NY
Get directionsNo 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 →Daniel is a part owner of a graphic design firm (FIN Creative) and started Salazar and Associates, LLC to manage hiring. He also operates under the DBA Valent Wealth, dedicating about half his time to investment-related activities, and holds POA and a health proxy for his brother, requiring minimal time.