Assets Under Management
$220.5M
Number of Clients
35
Number of Advisors
1
Average Client AUM
$6.3M
AUM per Advisor
$220.5M
Compensation
Fee-Only (AUM)
Daniel Investment Associates provides nondiscretionary investment management services, including asset allocation, investment selection, portfolio design, and ongoing monitoring. They consider client objectives, risk profile, and financial status before making recommendations. Clients must approve each security transaction.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.40% |
Fees are negotiable.
923 Saint Vincent Avenue, Suite B, Santa Barbara, CA, 93101