Daniel Gillett is a registered investment advisor at Branch Capital Management, based in Holland, MI, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 66 clients with $67M 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 $2.0M | 0.80% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are negotiable above $10,000,000.
Fee Estimator
Location
17 W. 10th Street, Suite 160, Holland, MI, 49423
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
Daniel is a sole proprietor of Heritage Support Services, providing counseling and stress management services for first responders in West Michigan. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Branch Capital Management
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.