Daryl Bartkunsky is a registered investment advisor at Caleo Capital N.A. LLC, based in Hollywood, FL, with 2 years of industry experience. Daryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 119 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable and may vary based on client circumstances. The firm may also charge an annual flat retainer fee up to $25,000 for ongoing services.
Fee Estimator
Location
Hollywood, FL
Get directionsHistory
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
Daryl is involved in several non-investment related activities, including roles as a director for a marketing agency, advisor for family entities, manager for real estate and retail businesses, and a realtor. These activities collectively take up minimal time each week.
Employment History
Current Registrations
Caleo Capital N.A. LLC
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.
Exams
More Advisors
- Alan Miller, CFACumulare Asset Management, LLC
- Melina Degelsmith, ChFCPark Avenue Securities LLC
- Marguerite Cook, CFPRothschild Capital Partners
- Garret Norris, CFP, ChFCCetera Investment Advisers LLC
- Jeffrey Blaze, CFPLPL Financial LLC
- Matthew Kisin, CFAApplied Capital