Daniel Pascu is a registered investment advisor at Daxmar Advisors, based in Buford, GA, with 7 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Daxmar Advisors charges a percentage of the value of your investments each quarter. These fees are deducted directly from your account. The annual fee is calculated as follows:
Regular Client Billing
- $250,000 - $500,000: 1.50%
- Next $500,000: 1.25%
- $1,000,000 - $5,000,000: 1.00%
- Over $5,000,000: 0.85%
Small Account Billing
- First $50,000: 2.50%
- Next $50,000: 2.25%
- $100,000 - $175,000: 2.00%
- $175,001 - $250,000: 1.75%
Municipal Models Client Billing
- Accounts $1,500,000 to $3,000,000: 0.50%
- Accounts over $3,000,000: 0.39%
The firm has a household minimum investment value of $250,000. Senior management reserves the right to offer discounted fees or account minimums for clients. The maximum fee allowed is 2.50% annualized of the account’s present value.
Location
Buford, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Daxmar Advisors
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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