Liam Daly is a registered investment advisor at Daly Capital Management, based in Gaithersburg, MD. Liam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Management fees range up to 1.25% per year for qualified clients and up to 2.0% per year for non-qualified clients. Qualified clients may alternatively elect performance-based fees (either 30% of gains in excess of the S&P 500 or 15% of total gains). Fees may be negotiated.
Fee Estimator
Location
Gaithersburg, MD
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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 →Employment History
Current Registrations
Daly 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.
Exams
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