Seek & Find Financial manages investment portfolios and offers retirement plan consulting. The firm builds customized portfolios utilizing modern portfolio theory, charting analysis, quantitative analysis, and technical analysis, primarily focusing on exchange-traded funds, mutual funds, fixed income, real estate funds, and individual equities. Daniel Delaney leads the firm, which serves individuals, high-net-worth individuals, corporations, and business entities. In addition to investment management, Daniel Delaney operates as an insurance agent and business consultant outside of the registered investment advisor, presenting a potential conflict of interest regarding product recommendations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. The firm may also charge a fixed portfolio management fee ranging from $500 to $4,000 paid monthly in arrears.