DM
DM

Daniel Mcdaniel

2 Years of Experience
Port Charlotte, FL
Sells Insurance

Daniel Mcdaniel is a registered investment advisor at Landing Financial Group, INC., based in Port Charlotte, FL, with 2 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, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.60%
$500K - $750K1.50%
$750K - $1.0M1.25%
$1M+1.00%

Fees are negotiable based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Port Charlotte, FL

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Daniel is an insurance agent providing insurance sales and services through Landing Insurance Group LLC since 2011. This activity takes about half of Daniel's time.

Employment History
Current Registrations
Landing Financial Group, INC.
March 2024 - Present · 2 yrs 2 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.