Daniel Heise is a registered investment advisor at Weston Capital Insights, based in Weston, FL, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 30 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weston Capital Insights' annual fee for managing your investments is a percentage of the assets in your account, up to 2.00%, depending on the portfolio strategy. This fee is billed quarterly, based on the average daily balance of your portfolio. Family accounts may be combined to potentially reduce the fee. In certain cases, Weston Capital Insights may charge a performance-based fee in addition to a portfolio management fee. The annual management fee for performance-based fee arrangements is 0.25% of assets under management and the performance fee is 20% of the return in excess of a determined threshold.
Location
1825 Main Street, Suite 19, Weston, FL, 33326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a non-managing member of DGF 7 GP, LLC, which acts as a General Partner to a Venture Capital Fund. This activity takes about 10-20% of Daniel's time.
Employment History
Current Registrations
Weston Capital Insights
State Registrations1 state
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