Daniel Friel is a CFA-designated registered investment advisor at Jsk Capital Advisors, LLC, based in Waltham, MA, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JSK Capital Advisors charges an annual fee based on the size and complexity of your investment portfolio, ranging from 0.50% to 1.00%. This fee covers the management of your investments. Fees may be negotiable. The fee does not include brokerage and custody fees charged by the custodian.
Location
404 Wyman Street, Suite 380, Waltham, MA, 02451
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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.
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Daniel is a CPA and owner of Daniel F. Friel, CPA, PC, which is not investment-related. This takes more than half of Daniel's time.
Employment History
Current Registrations
Jsk Capital Advisors, LLC
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.