Daniel Messmer is a registered investment advisor at Messmer Capital Advisors LLC, based in Milford, OH, with 11 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, Investment Management, Retirement Planning. Their firm serves 160 clients with $110M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Messmer Capital Advisors reserves the right to discount fees. A select group of clients have accounts or may have accounts in the future that are managed by Third Party Money Managers. These accounts are charged additional management fees. The combined fee of a Third Party Money Manager and Messmer Capital Advisors will not exceed 2%.
Fee Estimator
Location
220 Mill Street, Milford, OH, 45150
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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.
Learn about disclosures →Other Business Activities
Daniel owns and manages rental properties in central Ohio since 2016. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Messmer Capital Advisors LLC
Previous Registrations
Meeder Advisory Services, INC.
Meeder Asset Management, INC.
Meeder Distribution Services, INC.Broker
State Registrations1 state
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