Daniel Horowitz is a registered investment advisor at Invantage Capital LLC, based in Lafayette, CA, with 5 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In certain special cases, a higher fee of up to 2% annually may be charged. These cases are determined individually based on client-specific circumstances, such as unusually complex account structures, high trading volume, or specialized portfolio requirements.
Fee Estimator
Location
3650 Mt. Diablo Blvd, Ste 225, Lafayette, CA, 94549
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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 →Employment History
Current Registrations
Invantage Capital LLC
Previous Registrations
Meridian Investment Counsel, INC.
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.