Daniel Delaney is a CFA-designated registered investment advisor at Chandler Asset Management INC, based in San Diego, 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 Investment Management. Their firm serves 259 clients with $45B 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 | 0.25% |
Rates vary by strategy: Fixed income management is 0.15% annually (with a $20M minimum), and multi-asset class management is 0.25% annually (with a $1M minimum). Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
9255 Towne Centre Drive, Suite 600, San Diego, CA, 92121
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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
Chandler Asset Management INC
State Registrations4 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.
Exams
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