Daniel Salmon
Daniel Salmon is a registered investment advisor at Cibest Capital Advisory Services LLC, based in Miami, FL, 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 Investment Management. Their firm serves 263 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cibest Capital charges an annual management fee based on a percentage of your portfolio's value, ranging from 0.40% to 3.00%. The exact fee is negotiable and will be outlined in your agreement. If a sub-advisor is used, you won't pay a separate fee to them; Cibest Capital will share a portion of their fee with the sub-advisor. Some of Cibest's advisors also receive additional compensation from mutual fund companies in the form of referral fees and rebates/trailer fees.
Location
1221 Brickell Avenue, Suite 2010, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cibest Capital Advisory Services LLC
Cibest Capital Securities, LLCBroker
State Registrations1 state
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