Daniel Messeca is a CFP-designated registered investment advisor at Craftwork Capital LLC, based in Pikesville, MD, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 132 clients with $85M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances. The firm treats cash and cash equivalents as an asset class.
Fee Estimator
Location
Pikesville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the co-founder and director of finance for Blue Crab Brewing Company, Inc., a manufacturing business, since 2015. He dedicates a few hours per week to strategic planning and financial tracking for the company.
Employment History
Current Registrations
Craftwork Capital LLC
Previous Registrations
Motley Fool Wealth Management, LLC
Eagle Strategies LLC
Cambridge Investment Research Advisors, INC.
Securian Financial Services, INC.
State Registrations9 states
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.