Daniel Yeager is a registered investment advisor at Valley Brook Capital Group, based in Pittsburgh, PA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 204 clients with $220M 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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Fees are negotiable for accounts over $6,000,000. Automated portfolios charge a flat 0.50% for accounts of $5,000 and above.
Fee Estimator
Location
5500 Corporate Drive, Suite 240, Pittsburgh, PA, 15237
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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
Daniel works as an accountant in-charge at McCall Scanlon & Tice, LLC, providing accounting and tax services. This occupies his time on a full-time basis.
Employment History
Current Registrations
Valley Brook Capital Group
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.
Exams
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