Daniel Island Wealth Management offers financial planning and portfolio management services tailored to individual client goals. Financial planning includes financial situation analysis, goal setting, investment planning, and cash flow/debt management. Portfolio management involves investment strategy, asset allocation, asset selection, and regular monitoring. The firm uses a third-party platform to manage assets and rebalance accounts as needed, considering client goals, risk tolerance, and market trends.
Assets Under Management$19M
Clients13
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.60% |
| $500K+ | 1.00% |
These fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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