Daly Capital Management, LLC is a registered investment advisor that provides customized portfolio management services on a discretionary basis. The firm tailors its strategies to meet each client's specific objectives and risk tolerance, utilizing a tactical allocation strategy aimed at reducing risk and improving performance. Daly Capital Management invests across a wide range of securities, including exchange-listed and over-the-counter stocks, bonds, mutual funds, options, and real estate or oil and gas partnerships. In addition to standard management fees based on a percentage of your portfolio, Daly Capital Management offers performance-based fee arrangements for qualified clients who meet specific net worth or portfolio size requirements. Daly Capital Management does not maintain account minimums, making its services accessible to a broad range of individual and institutional investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Management fees range up to 1.25% per year for qualified clients and up to 2.0% per year for non-qualified clients. Qualified clients may alternatively elect performance-based fees (either 30% of gains in excess of the S&P 500 or 15% of total gains). Fees may be negotiated.