| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable.
1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432
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Learn about disclosures →Daniel owns a publishing company (No Days Off Music Group LLC) and serves as COO for A1 Music Group LLC, both music production management companies, dedicating minimal time and about half his time, respectively. Daniel is also an independent Medicare insurance agent and a sales coach for insurance companies, spending about 10-20% of his time and about a quarter of his time, respectively, on these activities.