Daniel Natoli
Daniel Natoli is a registered investment advisor at Altitude Capital Management LLC, based in Des Moines, IA, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 295 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.
Location
2015 Grand Avenue, Suite 100, Des Moines, IA, 50312
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Regulatory History (1)
Financial
September 2020Other Business ActivitiesSells Insurance
Daniel is an insurance agent with Natoli Insurance, focusing on whole life, term, and disability insurance sales and risk management. This activity takes a few hours per week, with minimal time during trading hours.
Employment History
Current Registrations
Altitude Capital Management LLC
Previous Registrations
Creative Resources Investment Advisors LLC
Rfg Advisory, LLC
Private Client Services, LLCBroker
Arlington Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Cutter & Company, INC.Broker
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.