John Daniel is a registered investment advisor at Softvest Advisors, based in Abilene, TX, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
SoftVest is entitled to management fees at an annual rate of 1% of each investor's capital account balance. SoftVest may reduce or eliminate the management fee with respect to any Investor in its sole discretion.
Fee Estimator
Location
400 Pine Street, Suite 1010, Abilene, TX, 79601
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 →Other Business Activities
John is a manager of Debeck LLC, a family partnership, since 2019, handling accounting and administration. This activity requires minimal time.
Employment History
Current Registrations
Softvest Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.