Daley Capital offers personalized investment advice, including financial planning, consulting, and asset management. Investment management involves continuous supervision of client accounts, guided by the client's objectives. Financial planning covers education, tax, insurance, retirement, and estate planning. Daley Capital primarily uses exchange-traded funds and mutual funds.
Assets Under Management$4.1M
Clients10
Advisors1
Avg. per Client$410K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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