Dan Thornsberry Capital Advisors is a registered investment advisory firm based in Belleair Beach, Florida, that offers personalized asset management and financial planning services. The firm helps clients build and supervise portfolios containing stocks, bonds, mutual funds, exchange-traded funds, Real Estate Investment Trusts, and options. In addition to managing investments, Dan Thornsberry Capital Advisors provides both ongoing and project-based financial planning covering retirement, tax strategies, asset allocation, budgeting, cash flow, insurance, and estate planning. Tailoring its services to each client's specific financial situation and risk tolerance, the firm works with individuals, high-net-worth clients, charitable organizations, and for-profit businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and billed quarterly in advance. Financial planning services do not incur additional fees.