Daniel Investment Associates provides investment management services on a non-discretionary basis, meaning they get your permission before making any trades. They offer advice on asset allocation, investment selection, portfolio design, and ongoing monitoring. They consider your risk profile and financial situation when making recommendations. Daniel Investment Associates primarily serves high net worth individuals and foundations.
Assets Under Management$220M
Clients35
Advisors1
Avg. per Client$6.3M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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