Daniel Capital Management is an investment advisory firm led by Dean Daniel, focusing on active portfolio management and seeking absolute returns across multiple asset classes. Daniel Capital Management utilizes a combination of macroeconomic, microeconomic, and quantitative analysis while managing risk through hedging strategies. The firm tailors its investment approach to each client's specific goals and risk tolerance, allowing clients to place restrictions on certain securities. Daniel Capital Management generally seeks high-net-worth individuals, municipal clients, investment advisory clients, and non-profit organizations with a preferred minimum account size of $2 million, though exceptions are sometimes made for non-profit organizations. The firm operates independently and does not accept compensation for selling investment products, ensuring complete alignment with client interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.70% |
Fees are negotiable and billed quarterly in arrears. The firm may also utilize negotiable performance-based fee structures in compliance with regulations.