Daniel Shuart is a registered investment advisor at Hughes Family Capital, LLC, based in East Grand Rapids, MI, with 6 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
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fee is negotiable depending on individual client circumstances and financial objectives. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
East Grand Rapids, MI
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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 is a consultant for Lakewood Hughes, LLC, a family office, dedicating minimal time to analyzing potential private transactions. He is also a principal and partial owner of Eagle Point Capital Funds, LLC, advising on major strategic decisions, also dedicating minimal time.
Employment History
Current Registrations
Hughes Family Capital, LLC
Eagle Point Capital LLC
State Registrations3 states
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.