Daniel Horowitz is a registered investment advisor at Shelter Wealth Strategies, LLC, based in Houston, TX. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 38 clients with $140M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be waived, adjusted, reduced or negotiated at Shelter's discretion. Fees are generally paid quarterly in advance.
Fee Estimator
Location
2100 Travis Street, #280, Houston, TX, 77002
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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
Shelter Wealth Strategies, LLC
State Registrations1 state
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