Daryl Bartkunsky is a registered investment advisor at Caleo Capital N.A. LLC, based in Ponte Vedra, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 190 clients with $100M 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 - $1000K | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable and may be higher than other advisors. Caleo may consider a legacy client’s “inherited” fee schedule from other firms, or we may charge a separate fee for self-directed, unmanaged assets on which we advise or include in consolidated reporting.
Fee Estimator
Location
90 Fort Wade Road, Suite 100, Ponte Vedra, FL, 32081
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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
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
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