Daniel Venable is a registered investment advisor at Big Investment Services, based in Dover, DE, with 1 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 589 clients with $370M 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 $1000K | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Location
450 Kings Hwy N.E., Dover, DE, 19901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Big Investment Services
State Registrations1 state
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