Daniel Fedder is a registered investment advisor at Seven Post Investment Office LP, based in San Francisco, CA, with 2 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 53 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seven Post provides investment advisory and management services for an annual asset-based fee, which is negotiated with each client and currently ranges from 0.10% up to 1.32% of the value of your portfolio. The wide range of fees is partly due to the diversity and customized nature of client objectives and investment mandates. For instance, cash management fees are on the lower end, and global equities and alternative investment fees are on the higher end of the range. Fees are paid on a bundled or an unbundled basis and generally consist of investment management fees to Seven Post, as well as Sub-Advisor and/or Model Portfolio Provider fees. Clients with significant assets typically pay lower overall asset-based fee rates.
Location
One Montgomery Street, Suite 3150, San Francisco, CA, 94104-4505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Seven Post Investment Office LP
Previous Registrations
Kimberlite Advisors, LLCBroker
Ftp Securities LLCBroker
State Registrations1 state
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