Daner Wealth Management provides investment advice tailored to clients’ needs and investment objectives. Services include reviewing investment goals, recommending asset allocation strategies, and preparing written investment strategies. Daner Wealth Management also offers financial planning consulting services, including risk assessment, investment planning, estate planning, and financial organization.
Assets Under Management$200M
Clients190
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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