Brandon Daniel is a registered investment advisor at Atai Capital Management LLC, based in Bedford, TX, with 3 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $580K 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 | 1.50% |
Fees are negotiable. Atai Capital may enter into arrangements where performance-based fees are assessed for advisory services. The asset-based portion of the fee is 1.5% of the assets under management, payable monthly in arrears. Performance allocation is up to 15%.
Fee Estimator
Location
Bedford, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandon works as a contractor for Askeladden Capital, an investment adviser firm, researching companies, industries, and trends. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Atai Capital Management LLC
State Registrations1 state
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