Daly Investment Management provides investment management and financial planning services. For investment management, they work with clients to define financial objectives and develop strategies. They primarily invest in mutual funds and exchange traded funds. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. They also offer retirement plan consulting services.
Assets Under Management$110M
Clients127
Advisors1
Avg. per Client$900K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable and include financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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