Daniel Capital Management provides investment advisory services, aiming for the best possible returns while managing risk. They invest across different asset classes using macro, micro, and quantitative analysis. Investment approaches are tailored to each client's goals and risk tolerance. The owner also works as an investment officer for a private family office.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.70% |
Fees are negotiable. The firm may also charge performance-based fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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