Donald Daniels
Donald Daniels is a registered investment advisor at Daniels D'amelio Investment Management Group, LLC, based in Jupiter, FL, with 9 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 66 clients with $45M 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 $500K | 1.50% |
| $500K - $1.5M | 1.50% |
| $1.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.70% |
Fees are generally not negotiable. Aggregate household totals will be taken into account when determining which tier clients fall into.
Fee Estimator
Location
1080 E. Indiantown Road, Suite 200, Jupiter, FL, 33477
Get directionsHistory
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 →Employment History
Current Registrations
Daniels D'amelio Investment Management Group, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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