Daniel Investments is a registered investment advisor that primarily works with clients interested in owning individual stocks and bonds rather than mutual funds. They tailor investment portfolios to each client's needs, considering debt-to-equity ratio, income requirements, growth objectives, and risk tolerance. Clients can choose how involved they want to be in the management of their accounts. Assets are held at Charles Schwab & Co.
Assets Under Management$52M
Clients47
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.85% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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