Daniel Power, LLC provides ongoing portfolio management services to individuals and high-net-worth individuals. The firm creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. Daniel Power, LLC generally limits its investment advice to mutual funds but may use other securities to diversify a portfolio when applicable.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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