Daniel David Neiman
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $500 to $10,000 based on complexity. Hourly consulting rates range from $150 to $300 per hour. Advisory fees for asset management services (Mutual Fund, ETF, and Third-Party Manager Selection) range up to 2.50% of assets. Stock Portfolio Management fees range up to 2.75%. Fees are billed quarterly in arrears, based on the average daily balance of the previous quarter. The firm may waive or negotiate fees at its discretion.
Areas of Practice
Advisor Information
Office location
San Diego, CA
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No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a partner at Neiman Funds Management LLC, dedicating about 10-20% of his time. He is also the Managing Member of Peak Reps, LLC, spending about 10% of his time, and President of Blackridge Asset Management, LLC, spending about 15% of his time.